GREENWOOD WEALTH MANAGEMENT, LLC

GREENWOOD WEALTH MANAGEMENT, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 311352). Regulatory assets under management: $7.6M.

Registration

• CRD: 311352
• Type: Registered investment adviser
• Location: 580 CALIFORNIA ST. 12TH FLOOR, SAN FRANCISCO, CA, 94104
• Phone: 866-565-2121
• Latest filing: 2026-03-09
• Regulatory AUM: $7.6M
• Discretionary AUM: $7.6M
• Clients: 1
• Accounts: 51

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311352 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search