Greenline Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Greenline Wealth Management reports 247 clients. They include 199 individual clients, 35 high-net-worth individuals, and 13 corporations and other businesses. Of its assets, 99.9% ($117M across 408 accounts) are managed with discretion; $128K across 2 accounts are not. It advised 143 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 30% |
| High-net-worth individuals | 14% | 52% |
| Corporations and other businesses | 5% | 18% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 199 | $34.5M | 29.5% | $174K |
| High-net-worth individuals | 35 | $61.1M | 52.2% | $1.75M |
| Corporations and other businesses | 13 | $21.3M | 18.2% | $1.64M |
| Total | 247 | $117M | 100% | $474K |
- Clients
- 199
- Regulatory AUM
- $34.5M
- AUM share
- 29.5%
- Avg. per client
- $174K
- Clients
- 35
- Regulatory AUM
- $61.1M
- AUM share
- 52.2%
- Avg. per client
- $1.75M
- Clients
- 13
- Regulatory AUM
- $21.3M
- AUM share
- 18.2%
- Avg. per client
- $1.64M
Total
- Clients
- 247
- Regulatory AUM
- $117M
- AUM share
- 100%
- Avg. per client
- $474K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 143
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Greenline Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA 3(21) retirement plan consulting
- Retirement plan consulting has a maximum annualized fee of 1.00% of plan assets, or a fixed fee of $500 to $300,000.
- ERISA 3(38) retirement plan asset management
- Retirement plan asset management has a maximum annualized fee of 1.00% of assets, or a fixed fee of $500 to $300,000.
- Financial consulting
- Ongoing financial consulting is billed at $250 an hour or as a fixed fee between $500 and $10,000, billed monthly or quarterly in arrears.
- Financial planning
- Financial planning is billed at $200 an hour or as a fixed fee between $500 and $2,500, with 50% billed in advance.
Christopher Gacom owns 50% to 75% of Greenline Wealth Management. The leadership team of Greenline Wealth Management includes Chief Compliance Officer Stephen Gagliardi. It has 7 employees.
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Greenline Wealth Management LLC
Christopher Gacom
Control person · since August 2018
- Owns 25% to 50% of Greenline Wealth Management LLC
Stephen Gagliardi
Control person · since August 2018
In 2011, Northstar Capital Management joined it.
Firms that joined
20111 joined
- Northstar Capital ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Greenline Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Florida · 1 listed address
- 301 Yamato Road, Suite 3151, Boca RatonHQ
Contact and registration details
- Legal name
- Greenline Wealth Management LLC
- Headquarters
- 301 Yamato Road, Suite 3151, Boca Raton, FL 33431
- Website
- greenlinewm.com
- Phone
- 561-405-6609
- @greenline-wealth-management
- SEC file
- 801-136186
- Structure
- Florida LLC
- Fiscal year end
- December
Greenline Wealth Management’s named custodians for separately managed accounts are Altruist ($114M, 98%) and Pershing ($2.84M, 2%). Greenline Wealth Management has custody of $12.4M for 80 clients.
- PershingPershing LLC · Jersey City, NJ · $2.84M2%
- AltruistAltruist Financial LLC · Dallas, TX · $114M98%
At year end, Greenline Wealth Management’s separately managed accounts were mostly in funds (52%) and stocks (43%). Its reported 13F holdings for the quarter ended 30 June 2026 total $122M across 131 positions; the largest are Capital Group Dividend Value (6.4%), Invesco Exch Traded FD TR II (4.6%) and Nvidia Corporation (4.5%).
What the accounts hold
- Stocks43%
- Funds52%
- Bonds4%
- U.S. government and agency bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
How many clients does Greenline Wealth Management have?
Greenline Wealth Management has 247 clients and manages $117 million for them, as of July 2026. They include 199 individual clients, 35 high-net-worth individuals, and 13 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 July 2026
What services does Greenline Wealth Management offer?
Greenline Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Greenline Wealth Management use?
Greenline Wealth Management’s separately managed account assets are held at Altruist Financial LLC (Dallas, TX), with $114M and Pershing LLC (Jersey City, NJ), with $2.84M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 July 2026
How many financial advisors does Greenline Wealth Management have?
Greenline Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 Greenline Wealth Management invest in?
At the end of its last fiscal year, Greenline Wealth Management’s separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 43% exchange-traded equities, 2% U.S. government and agency bonds, 2% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Greenline Wealth Management?
Greenline Wealth Management’s direct owners are Christopher Gacom (50% to 75%) and Stephen Gagliardi (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 July 2026
How does Greenline Wealth Management get paid?
Greenline 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
How do I contact Greenline Wealth Management?
Greenline Wealth Management’s main office is at 301 Yamato Road, Suite 3151, Boca Raton, FL 33431. Its phone number is 561-405-6609. Its website is greenlinewm.com.