Data / Investment advisers / Florida / Greenline Wealth Management
Greenline Wealth Management, Boca Raton, FL: $117 million AUM, SEC registered investment adviser
Greenline Wealth Management is an SEC registered investment adviser with its main office in Boca Raton, Florida and reports $117 million in regulatory assets under management in its Form ADV filed October 7, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 298397
- SEC file number
- 801-136186
- SEC status
- Approved, effective May 1, 2026
- Legal name
- Greenline Wealth Management LLC
- Main office
- 301 Yamato Road Suite 3151, Boca Raton, FL 33431
- Phone
- (561) 405-6609
- Regulatory AUM
- $116,970,119 in the Form ADV filed October 7, 2026
- Discretionary AUM
- $116,841,841
- Non discretionary AUM
- $128,278
- Accounts
- 410
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $61.1 million |
| Individuals (other than high net worth individuals) | 199 | $34.5 million |
| Corporations or other businesses | 13 | $21.3 million |
Other advisers in Boca Raton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Financial Trust Asset Management Chartered | Boca Raton | $141.9 million | Not listed | adviserinfo.sec.gov |
| Red Reef Advisors LLC | Boca Raton | $135 million | Not listed | adviserinfo.sec.gov |
| Epic Advisory Services Corp | Boca Raton | $134.3 million | Not listed | adviserinfo.sec.gov |
| Secure Wealth, Inc. | Boca Raton | $132 million | Not listed | adviserinfo.sec.gov |
| CS Advisors Inc. | Boca Raton | $118 million | Not listed | adviserinfo.sec.gov |
| Statetrust Capital, LLC. | Boca Raton | $93.7 million | Not listed | adviserinfo.sec.gov |
| Bridge Line Advisors LLC | Boca Raton | Not listed | 6 | adviserinfo.sec.gov |
| Hartmann Capital, LLC | Boca Raton | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boca Raton, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Greenline Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.