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 19 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 35 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 8 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 14 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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