Green Wealth Management, LLC

Green Wealth Management, LLC (CRD# 139587) is a financial advisory firm headquartered in Salem, OR. They manage $79,447,278 in 390 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    390
    ACCOUNTS
  • Average Account Value
    $203,711
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, OR, WA

Financial Advisors at Green Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Steven K. Jamison
CRD#: 5704384
350 Miller Street Se, Suite 200, Salem, OR 97302
96
Wealthminder
score

Steven Jamison (CRD# 5704384) is an Investment Advisor Representative working at Green Wealth Management, LLC in Salem, OR and has over 7 years of experience in the finance industry. Steven Jamison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Phillip F. Green
CRD#: 4675624
350 Miller Street Se, Suite 200, Salem, OR 97302
93
Wealthminder
score

Phillip Green (CRD# 4675624) is an Investment Advisor Representative working at Green Wealth Management, LLC in Salem, OR and has over 13 years of experience in the finance industry.

3
Alvin J. Morgan
CRD#: 5288671
350 Miller Streeet Se, Suite 200, Salem, OR 97302
93
Wealthminder
score

Alvin Morgan (CRD# 5288671) is an Investment Advisor Representative working at Green Wealth Management, LLC in Salem, OR and has over 9 years of experience in the finance industry.

4
Lewis S. Younger
CRD#: 5627152
350 Miller Street Se, Suite 200, Salem, OR 97302
90
Wealthminder
score

Lewis Younger (CRD# 5627152) is an Investment Advisor Representative working at Green Wealth Management, LLC in Salem, OR and has over 4 years of experience in the finance industry.

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