Greenleaf & Burleson Wealth Management, LLC

Greenleaf & Burleson Wealth Management, LLC (CRD# 131803) is a financial advisory firm headquartered in Petaluma, CA. They manage $403,329,339 in 800 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    403
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $504,162
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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, NH

Financial Advisors at Greenleaf & Burleson Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Henry M. Greenleaf
CRD#: 3103307
201 1st Street, Suite 204, Petaluma, CA 94952
93
Wealthminder
score

Henry Greenleaf (CRD# 3103307) is an Investment Advisor Representative working at Greenleaf & Burleson Wealth Management, LLC in Petaluma, CA and has over 17 years of experience in the finance industry.

2
Heidi M. Wilson
CRD#: 5867346
201 1st Street, Suite 204, Petaluma, CA 94952
93
Wealthminder
score

Heidi Wilson (CRD# 5867346) is an Investment Advisor Representative working at Greenleaf & Burleson Wealth Management, LLC in Petaluma, CA and has over 6 years of experience in the finance industry.

3
Bryce R. Brown
CRD#: 6209724
201 1st Street, Suite 204, Petaluma, CA 94952
89
Wealthminder
score

Bryce Brown (CRD# 6209724) is an Investment Advisor Representative working at Greenleaf & Burleson Wealth Management, LLC in Petaluma, CA and has over 4 years of experience in the finance industry.

4
Peter M. Tennyson
CRD#: 6218746
201 1st Street, Suite 204, Petaluma, CA 94952
89
Wealthminder
score

Peter Tennyson (CRD# 6218746) is an Investment Advisor Representative working at Greenleaf & Burleson Wealth Management, LLC in Petaluma, CA and has over 3 years of experience in the finance industry.

5
Tiffany S. Blaho
CRD#: 6573816
201 1st Street, Suite 204, Petaluma, CA 94952
87
Wealthminder
score

Tiffany Blaho (CRD# 6573816) is an Investment Advisor Representative working at Greenleaf & Burleson Wealth Management, LLC in Petaluma, CA and has 1 year of experience in the finance industry.

6
Taylor M. Greenleaf
CRD#: 4110252
201 First Street, Suite 204, Petaluma, CA 94952
83
Wealthminder
score

Taylor Greenleaf (CRD# 4110252) is an Investment Advisor Representative working at Greenleaf & Burleson Wealth Management, LLC in Petaluma, CA and has over 17 years of experience in the finance industry.

7
James D. Burleson
CRD#: 2432451
201 First Street, Suite 204, Petaluma, CA 94952
73
Wealthminder
score

James Burleson (CRD# 2432451) is an Investment Advisor Representative working at Greenleaf & Burleson Wealth Management, LLC in Petaluma, CA and has over 14 years of experience in the finance industry.

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Disclosure
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.