What Greenline Wealth Management LLC does

Greenline Wealth Management LLC is a privately held, independent Registered Investment Advisor founded in 2018 and headquartered in Boca Raton, Florida. The firm delivers fee-based financial advisory services to individuals, families, and corporate clients and is registered to provide advisory services across nine U.S. states: Florida, California, Illinois, Indiana, Kentucky, New Jersey, New York, North Carolina, and Texas. Core services include individual financial planning, active investment management, insurance and annuities, corporate retirement plan consulting (including ERISA 3(21)/3(38) fiduciary investment management), legacy planning and wealth transfer, and risk management. The firm operates with a small team of seven known members, comprising two Managing Partners, three Wealth Advisors/Investment Advisor Representatives, one Client Service Associate, and one Associate Advisor, delivering service through a six-step planning process from discovery through ongoing monitoring.

The firm does not operate proprietary technology. Its service delivery is supported by an integrated third-party technology stack: Altruist for custody and investment execution, Advyzon as a client portal with account aggregation, and Right Capital for retirement-income and comprehensive financial planning. An affiliated entity, Greenline Insurance LLC, distributes insurance and annuity products, enabling the firm to integrate wealth protection into its advisory offering. The website-hosted resource center, deployed via the FMG Suite content and compliance platform, supplies educational articles, videos, and calculators across retirement, investment, estate, insurance, tax, money, and lifestyle topics.

Greenline generates revenue primarily through recurring advisory fees, most plausibly structured as a percentage of assets under management and/or flat-rate planning fees, supplemented by corporate retirement plan consulting fees. Pricing is quote-based and is not publicly disclosed. Distribution is sales-led and referral-driven, relying on direct advisor relationships, online content marketing, and FINRA BrokerCheck verification to support acquisition. The firm carries no disclosed institutional investors, no acquired entities, and no publicly disclosed financial metrics; ownership appears concentrated among the two founding Managing Partners.

Name

Greenline Wealth Management LLC

Legal name

Greenline Wealth Management LLC

Website

https://greenlinewm.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Greenline Wealth Management LLC is a privately held Registered Investment Advisor founded in 2018, delivering independent, fiduciary financial planning, investment management, insurance, and corporate retirement plan services to individuals, families, and business owners across nine U.S. states.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Pension Funds (525110)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Registered investment advisor
• Wealth management services
• Financial planning advisory
• Retirement plan consulting
• Investment portfolio management

Headquarters

HQ city

Boca Raton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Financial Advisory Services: Greenline Wealth Management generates revenue through financial advisory fees, likely based on assets under management (AUM) and/or flat-rate financial planning fees. The firm provides investment management, retirement planning, estate planning, insurance planning, and corporate retirement plan consulting services. Advisory services are offered through Greenline Wealth Management LLC, a Registered Investment Advisor, while insurance products are offered through affiliated company Greenline Insurance LLC.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Greenline Wealth Management is an independent, fiduciary Registered Investment Advisor that delivers personalized financial planning, active investment management, insurance and annuity solutions, corporate retirement plan consulting, legacy/wealth transfer planning, and risk management to individuals, families, and business owners. Advisory services are offered through Greenline Wealth Management LLC, while insurance products are offered through the affiliated Greenline Insurance LLC, with delivery supported by third-party platforms Altruist, Advyzon, and Right Capital.

Product overview

Greenline Wealth Management LLC offers a comprehensive wealth management platform with five core service areas: Individual Financial Planning, Investment Management, Insurance and Annuities, Corporate Retirement Plans, Legacy Planning & Wealth Transfer, and Risk Management. These core offerings are delivered through their team of advisors and supported by integrated technology platforms including Altruist for investment accounts, Advyzon for client portals, and Right Capital for financial planning. For corporate clients, additional modules include Executive Benefit Solutions, Vendor Selection & Monitoring, Individual Participant Consultations, and ERISA Fiduciary Investment Management services. The firm operates on a fiduciary basis, providing independent advice free from proprietary products and conflicts of interest.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Financial Planning Personalized financial planning service that creates roadmaps aligning investments, retirement savings, tax strategies, and estate planning with individual client goals and values; primarily for individuals and families.
• Investment Management Active investment management combining disciplined research, market insight, and personalized strategy to build and manage portfolios tailored to client goals, balancing risk, return, and flexibility through ongoing oversight.
• Insurance and Annuities Insurance and annuity solutions integrated into overall wealth plans to protect assets, create tax-efficient income, and build long-term security; also serves as employee benefit tools for businesses.
• Corporate Retirement Plans Full fiduciary services for retirement plans including investment oversight, employee education, and plan compliance for employers; delivers institutional-level investment services to companies.
• Legacy Planning & Wealth Transfer Legacy and wealth transfer strategies that address tax-efficient wealth transfer techniques, trust strategies, and charitable giving options aligned with family values and objectives.
• Risk Management Risk management services protecting clients from unforeseen financial challenges through comprehensive insurance planning and asset protection strategies including life, disability, and long-term care insurance.
• Executive Benefit Solutions Executive benefit programs including nonqualified deferred compensation plans, executive bonus arrangements, and split-dollar life insurance programs for high-level executives, delivered within corporate clients' overall benefits strategy.
• Vendor Selection & Monitoring Comprehensive evaluations of retirement plan platforms to identify opportunities for improvement in fees, services, investment options, and participant outcomes, including transition guidance.
• Individual Participant Consultations One-on-one consultations with plan participants covering contribution strategies, investment selection, and retirement income planning tailored to each employee's unique circumstances.
• Investment Management (ERISA 3(21)/3(38)) Fiduciary investment oversight and management for qualified retirement plans under ERISA, emphasizing risk management, cost efficiency, and fiduciary protection, with diversified investment menus using low-cost institutional share classes.

Quantifiable outcome

• Provides fiduciary investment oversight and management for qualified retirement plans under ERISA 3(21) and 3(38)
• +1 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Partnerships

Four partnerships are on record, tiered core.

• AltruistcoreTechnology or IntegrationAltruist is an investment platform used by Greenline Wealth Management for client account management, investment execution, and portfolio management services.
• AdvyzoncoreTechnology or IntegrationAdvyzon is a client portal platform providing account aggregation, financial planning tools, and client communication capabilities for Greenline Wealth Management clients.
• Right CapitalcoreTechnology or IntegrationRight Capital is a financial planning software platform used by Greenline advisors for retirement income planning, estate planning, and comprehensive financial plan generation.
• Greenline Insurance LLCcoreStrategic or Co-development PartnerAffiliated company that offers insurance products, providing integrated insurance planning services alongside the investment advisory offerings of Greenline Wealth Management LLC.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Facet Wealth: Tech-enabled flat-fee financial planning firm — overlaps with Greenline's planning-centric offering and similar target segments, but differentiated by a digital-first rather than high-touch model.

Broad incumbents

• Carson Group: Independent wealth management firm with affiliated coaching, technology, and back-office support for partner advisors — comparable independent/RIA model with similar reliance on advisor relationships and corporate retirement plan offerings.
• Edelman Financial Engines: Largest US independent RIA combining wealth management with 401(k) advisory and financial planning — directly comparable dual focus on individual wealth planning and corporate retirement plans.
• Mariner Wealth Advisors: Largest US independent RIA offering comprehensive wealth advisory, retirement plan services, and tax planning — comparable to Greenline's full-stack offering but at materially greater scale, with multi-state presence and similar independent/fiduciary positioning.
• Cetera Financial Group: Independent broker-dealer/RIA platform providing wealth management and retirement plan solutions to affiliated advisors — comparable independent-channel service offering, though operating as an OSJ/IBD rather than a single firm.
• Creative Planning: Large independent RIA providing fee-only financial planning, investment management, and retirement plan services — directly comparable business model and service breadth to Greenline, only at much larger AUM scale.
• Mercer Advisors: National independent RIA focused on holistic wealth management and retirement plan consulting — directly aligned with Greenline's fiduciary, multi-state model and similar emphasis on corporate retirement plan services.
• LPL Financial: Largest US independent broker-dealer/RIA platform supporting thousands of advisors with wealth and retirement plan services — comparable technology-stack-driven advisory model, though operating as a platform at vastly greater scale.

Direct peers

• Buckingham Strategic Wealth: Independent, fee-only RIA serving individuals and businesses with financial planning and retirement plan services — closest mid-size comparable to Greenline, sharing the same independent fiduciary structure and 401(k) consulting focus.
• Sanctuary Wealth Group: Independent wealth management platform for partner advisors offering investment management, retirement plan services, and firm-level support — closely comparable independent/RIA multi-advisor model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Greenline Wealth Management LLC