GREENE WEALTH MANAGEMENT, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 137810). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Christopher Bryan Downing | MEMBER | — |
| Jason Robert Radabaugh | MEMBER | — |
| Sheri Kay Christensen | CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | — |
| Matthew Benjamin Lowe | MEMBER | — |
| GREENE KIRK PATRICK | PRESIDENT | — |
| CHRISTENSEN SHERI KAY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | — |
| BROWN ERIC HARVEY | CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| RADABAUGH JASON ROBERT | CLIENT RELATIONSHIP MANAGER; MEMBER | — |
| DOWNING CHRISTOPHER BRYAN | MEMBER | — |
| LOWE MATTHEW BENJAMIN | MEMBER | — |