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 16 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 5 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 3 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 2 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 16 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 13 years of experience in the finance industry.

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