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Matthew Kenneth Wilkes

GREENSVIEW WEALTH MANAGEMENT LLC·FRANKLIN, Tennessee
Clean recordGREENSVIEW WEALTH MANAGEMENT LLC
501 CORPORATE CENTER DRIVE, FRANKLIN, TN 37067CRD# 5409004Firm CRD# 297321

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Kenneth Wilkes · FRANKLIN, TN
Registration
CRD #5409004 · GREENSVIEW WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Kenneth Wilkes is a registered financial advisor based in FRANKLIN, Tennessee, affiliated with GREENSVIEW WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GREENSVIEW WEALTH MANAGEMENT LLC
GREENSVIEW WEALTH MANAGEMENT
AUM
$121M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GREENSVIEW WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5409004
Firm CRD# 297321
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Kenneth Wilkes offer?
Matthew Kenneth Wilkes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRANKLIN, Tennessee for a consultation.
What are Matthew Kenneth Wilkes's credentials?
Matthew Kenneth Wilkes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Kenneth Wilkes located?
Matthew Kenneth Wilkes is based in FRANKLIN, Tennessee, working with GREENSVIEW WEALTH MANAGEMENT LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does Matthew Kenneth Wilkes charge for services?
Matthew Kenneth Wilkes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREENSVIEW WEALTH MANAGEMENT LLC?
GREENSVIEW WEALTH MANAGEMENT LLC has approximately 5 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREENSVIEW WEALTH MANAGEMENT LLC

Derek A Ghia
FRANKLIN, TN
Theresa R Nations
FRANKLIN, TN

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