# GREENLINE WEALTH MANAGEMENT LLC

GREENLINE WEALTH MANAGEMENT LLC of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 298397
- Type: SEC-registered investment adviser
- SEC file number: 801-136186
- Location: 301 YAMATO ROAD, SUITE 3151, BOCA RATON, FL, 33431
- Phone: 561-405-6609
- Latest filing: 2026-07-31
- Regulatory AUM: $117.0M
- Discretionary AUM: $116.8M
- Non-discretionary AUM: $128K
- Clients: 7
- Accounts: 410

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Nicholas Gacom | MANAGING MEMBER | — |
| Stephen Vincent Gagliardi | CHIEF COMPLIANCE OFFICER; MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 773-360-4412 |
| — | — | 1 | 317-316-2500 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298397/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298397/similar
- Related entities: https://search.stillhousedata.com/firm/298397/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298397

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.