Greene Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Greene Wealth Management reports 398 clients. They include 199 high-net-worth individuals, 178 individual clients, and 10 corporations and other businesses. Of its assets, 98.8% ($1.39B across 1,777 accounts) are managed with discretion; $16.5M across 6 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 8% |
| High-net-worth individuals | 50% | 80% |
| Pension and profit-sharing plans | 2% | 2% |
| Charitable organizations | 1% | 3% |
| Corporations and other businesses | 3% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 178 | $118M | 8.3% | $660K |
| High-net-worth individuals | 199 | $1.12B | 79.6% | $5.63M |
| Pension and profit-sharing plans | 6 | $25M | 1.8% | $4.17M |
| Charitable organizations | 5 | $46.9M | 3.3% | $9.39M |
| Corporations and other businesses | 10 | $98.2M | 7.0% | $9.82M |
| Total | 398 | $1.41B | 100% | $3.54M |
- Clients
- 178
- Regulatory AUM
- $118M
- AUM share
- 8.3%
- Avg. per client
- $660K
- Clients
- 199
- Regulatory AUM
- $1.12B
- AUM share
- 79.6%
- Avg. per client
- $5.63M
- Clients
- 6
- Regulatory AUM
- $25M
- AUM share
- 1.8%
- Avg. per client
- $4.17M
- Clients
- 5
- Regulatory AUM
- $46.9M
- AUM share
- 3.3%
- Avg. per client
- $9.39M
- Clients
- 10
- Regulatory AUM
- $98.2M
- AUM share
- 7.0%
- Avg. per client
- $9.82M
Total
- Clients
- 398
- Regulatory AUM
- $1.41B
- AUM share
- 100%
- Avg. per client
- $3.54M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Greene Wealth Management charges 0.40%–1.00% a year for its Investment Management Fee. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are charged a fixed fee, generally $1,000 to $5,000, or hourly at $250 to $500, negotiable.
Christopher Downing owns 25% to 50% of Greene Wealth Management. The leadership team of Greene Wealth Management includes Chief Compliance Officer Sheri Christensen. It has 9 employees, 4 of them in advisory roles.
Leadership
- Sheri ChristensenChief Compliance Officer and Operations Manager
- Christopher DowningMember
- Jason RadabaughMember
- Matthew LoweMember
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Christopher Bryan Downing
- Daniel Kenneth Gill
- Matthew Benjamin Lowe
- Jason Robert Radabaugh
Staff
- 9 employees
- 4 in advisory functions
- 2 state-registered reps
- Owns 25% to 50% of Greene Wealth Management, LLC
Christopher Downing
Control person · since January 2014
- Owns 25% to 50% of Greene Wealth Management, LLC
Jason Radabaugh
Control person · since January 2014
- Owns 25% to 50% of Greene Wealth Management, LLC
Matthew Lowe
Control person · since January 2016
Greene Wealth Management’s regulatory assets grew from $1.04B (March 2021) to $1.41B (April 2026); clients rose from 344 to 398 and employees from 8 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.41B | 398 | 9 | 1 |
| March 2025 | $1.18B | 395 | 9 | 1 |
| March 2024 | $1.11B | 406 | 8 | 1 |
| March 2023 | $982M | 407 | 9 | 1 |
| March 2022 | $1.17B | 380 | 8 | 1 |
| March 2021 | $1.04B | 344 | 8 | 1 |
Besides its headquarters, Greene Wealth Management has 0 offices, with 1 listed address in Washington.
Washington · 1 listed address
- 1301 5th Avenue, Suite 3410, SeattleHQ
Contact and registration details
- Legal name
- Greene Wealth Management, LLC
- Headquarters
- 1301 5th Avenue, Suite 3410, Seattle, WA 98101-2630
- Website
- greenewealthmanagement.com
- Phone
- 206-623-2200
- @greene-wealth-management-llc
- SEC file
- 801-64893
- Founded
- 2005
- Structure
- Delaware LLC
- Fiscal year end
- December
Greene Wealth Management uses Charles Schwab ($1.32B) as custodian for its separately managed accounts. Greene Wealth Management has custody of $1.32B in client assets for 396 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.32B100%
At year end, Greene Wealth Management’s separately managed accounts were mostly in funds (69%) and stocks (19%).
What the accounts hold
- Stocks19%
- Exchange-traded equities17%
- Non-exchange-traded equities2%
- Funds69%
- Bonds8%
- Cash4%
How many clients does Greene Wealth Management have?
Greene Wealth Management has 398 clients and manages $1.41 billion for them, as of April 2026. They include 199 high-net-worth individuals, 178 individual clients, and 10 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026
What services does Greene Wealth Management offer?
Greene Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Greene Wealth Management charge?
Greene Wealth Management charges 0.40%–1.00% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.
Which custodians does Greene Wealth Management use?
Greene Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.32B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 April 2026
How many financial advisors does Greene Wealth Management have?
Greene Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Greene Wealth Management invest in?
At the end of its last fiscal year, Greene Wealth Management’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 8% state and local bonds, 4% cash and equivalents and 2% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Greene Wealth Management?
Greene Wealth Management’s direct owners are Christopher Downing, Jason Radabaugh and Matthew Lowe, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 29 April 2026
How does Greene Wealth Management get paid?
Greene Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Greene Wealth Management registered with the SEC?
Yes, Greene Wealth Management has been registered with the SEC as an investment adviser since 15 November 2005. Its CRD number is 137810 and its SEC file number is 801-64893.
Source: Form ADV Part 1A, Item 1, filed 29 April 2026; IAPD firm record
How do I contact Greene Wealth Management?
Greene Wealth Management’s main office is at 1301 5th Avenue, Suite 3410, Seattle, WA 98101-2630. Its phone number is 206-623-2200. Its website is greenewealthmanagement.com.