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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 4, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GHIA, DEREK, A | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GHIA, DEREK, A | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GHIA, DEREK, A | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GHIA, DEREK, A | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| NATIONS, THERESA, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| NATIONS, THERESA, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| NATIONS, THERESA, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| NATIONS, THERESA, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| NATIONS, THERESA, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| NATIONS, THERESA, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| NATIONS, THERESA, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| NATIONS, THERESA, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| NATIONS, THERESA, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | CHIEF COMPLIANCE OFFICER/MEMBER | E | Control |
| WILKES, MATTHEW, KENNETH | I | CHIEF COMPLIANCE OFFICER/MEMBER | E | Control |
Registrations
Federal
IA
Jan 4, 2024 REGISTERED
Notice Filings (5)
FL IL NE TN TX
Address
501 CORPORATE CENTER DRIVESUITE 315
FRANKLIN, TN 37067
United States
Phone: 615-551-3050