GREENSVIEW WEALTH MANAGEMENT LLC

GREENSVIEW WEALTH MANAGEMENT
FRANKLIN, Tennessee·3 registered advisors·CRD# 297321
SEC# 801-1135351615-551-3050
01

Firm Overview

AUM
$121M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GREENSVIEW WEALTH MANAGEMENT LLC

3 registered advisors
Derek A Ghia
FRANKLIN, Tennessee
Matthew Kenneth Wilkes
FRANKLIN, Tennessee
Theresa R Nations
FRANKLIN, Tennessee
05

Office Locations

FRANKLIN, Tennessee
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. GREENSVIEW WEALTH MANAGEMENT LLC (CRD# 297321) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.