GREENSVIEW WEALTH MANAGEMENT LLC
Legal name: GREENSVIEW WEALTH MANAGEMENT
CRD #297321 SEC #801-113535 FRANKLIN, TN 615-551-3050
SEC Registered
Total AUM
$121.1M
Discretionary
$62.1M
Employees
5
Clients
1
Accounts
373
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $121.1M | $62.1M | $59M | 5 | 0 |
| Sep 2023 | $121.1M | $62.1M | $59M | 5 | 0 |
| Feb 2023 | $121.1M | $62.1M | $59M | 5 | 0 |
| Feb 2023 | $133.3M | $68.2M | $65.1M | 5 | 0 |
| May 2022 | $133.3M | $68.2M | $65.1M | 5 | 0 |
| Mar 2022 | $133.3M | $68.2M | $65.1M | 5 | 0 |
| Jun 2021 | $131.7M | $66.5M | $65.1M | 6 | 0 |
| Apr 2021 | $131.7M | $66.5M | $65.1M | 6 | 0 |
| Mar 2021 | $131.7M | $66.5M | $65.1M | 6 | 0 |
| Aug 2020 | $138.1M | $89.3M | $48.7M | 9 | 0 |
| Jun 2020 | $138.1M | $89.3M | $48.7M | 9 | 0 |
| May 2020 | $138.1M | $89.3M | $48.7M | 9 | 0 |
| Apr 2020 | $138.1M | $89.3M | $48.7M | 9 | 0 |
| Mar 2020 | $138.1M | $89.3M | $48.7M | 9 | 0 |
| Jan 2020 | $149.3M | $85.1M | $64.3M | 10 | 0 |
| Jan 2020 | $71.6M | $71.6M | $0 | 10 | 0 |
| Aug 2019 | $71.6M | $71.6M | $0 | 10 | 0 |
| Apr 2019 | $71.6M | $71.6M | $0 | 5 | 0 |
| Mar 2019 | $71.6M | $71.6M | $0 | 5 | 0 |
| Nov 2018 | $72.6M | $72.6M | $0 | 6 | 0 |
| Nov 2018 | $72.6M | $72.6M | $0 | 6 | 0 |
| Oct 2018 | $72.6M | $72.6M | $0 | 6 | 0 |
| Jun 2018 | $0 | $0 | $0 | 4 | 0 |
DateJan 2024
Total AUM$121.1M
Discretionary$62.1M
Non-Disc.$59M
Employees5
Clients0
DateSep 2023
Total AUM$121.1M
Discretionary$62.1M
Non-Disc.$59M
Employees5
Clients0
DateFeb 2023
Total AUM$121.1M
Discretionary$62.1M
Non-Disc.$59M
Employees5
Clients0
DateFeb 2023
Total AUM$133.3M
Discretionary$68.2M
Non-Disc.$65.1M
Employees5
Clients0
DateMay 2022
Total AUM$133.3M
Discretionary$68.2M
Non-Disc.$65.1M
Employees5
Clients0
DateMar 2022
Total AUM$133.3M
Discretionary$68.2M
Non-Disc.$65.1M
Employees5
Clients0
DateJun 2021
Total AUM$131.7M
Discretionary$66.5M
Non-Disc.$65.1M
Employees6
Clients0
DateApr 2021
Total AUM$131.7M
Discretionary$66.5M
Non-Disc.$65.1M
Employees6
Clients0
DateMar 2021
Total AUM$131.7M
Discretionary$66.5M
Non-Disc.$65.1M
Employees6
Clients0
DateAug 2020
Total AUM$138.1M
Discretionary$89.3M
Non-Disc.$48.7M
Employees9
Clients0
DateJun 2020
Total AUM$138.1M
Discretionary$89.3M
Non-Disc.$48.7M
Employees9
Clients0
DateMay 2020
Total AUM$138.1M
Discretionary$89.3M
Non-Disc.$48.7M
Employees9
Clients0
DateApr 2020
Total AUM$138.1M
Discretionary$89.3M
Non-Disc.$48.7M
Employees9
Clients0
DateMar 2020
Total AUM$138.1M
Discretionary$89.3M
Non-Disc.$48.7M
Employees9
Clients0
DateJan 2020
Total AUM$149.3M
Discretionary$85.1M
Non-Disc.$64.3M
Employees10
Clients0
DateJan 2020
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees10
Clients0
DateAug 2019
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees10
Clients0
DateApr 2019
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2018
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0