Greene Wealth Management, LLC

Greene Wealth Management, LLC (CRD# 137810) is a financial advisory firm headquartered in Seattle, WA. They manage $726,177,278 in 1,207 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    726
    MILLION
  • Total Number of Accounts
    1,207
    ACCOUNTS
  • Average Account Value
    $601,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • 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.

AZ, CA, IL, NH, NY, OR, WA

Financial Advisors at Greene Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Christopher B. Downing
CRD#: 2890049
1301 5th Avenue, Suite 3410, Seattle, WA 98101
96
Wealthminder
score

Christopher Downing (CRD# 2890049) is an Investment Advisor Representative working at Greene Wealth Management, LLC in Seattle, WA and has over 20 years of experience in the finance industry. Christopher Downing 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
Kirk P. Greene
CRD#: 1003568
1301 5th Avenue, Suite 3410, Seattle, WA 98101
96
Wealthminder
score

Kirk Greene (CRD# 1003568) is an Investment Advisor Representative working at Greene Wealth Management, LLC in Seattle, WA and has over 36 years of experience in the finance industry.

3
Matthew B. Lowe
CRD#: 5552373
1301 5th Avenue, Suite 3410, Seattle, WA 98101
96
Wealthminder
score

Matthew Lowe (CRD# 5552373) is an Investment Advisor Representative working at Greene Wealth Management, LLC in Seattle, WA and has over 9 years of experience in the finance industry.

4
Jason R. Radabaugh
CRD#: 3003267
1301 5th Avenue, Suite 3410, Seattle, WA 98101
96
Wealthminder
score

Jason Radabaugh (CRD# 3003267) is an Investment Advisor Representative working at Greene Wealth Management, LLC in Seattle, WA and has over 15 years of experience in the finance industry. Jason Radabaugh 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.