# Greeley Wealth Management

Greeley Wealth Management is a Multi Family Office based in Bend, null.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bend, null
- **Address:** null
- **Assets under management:** Undisclosed
- **Website:** greeleywealth.com

## Regulatory record

- **CRD number:** 307081
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307081

## About

Greeley Wealth Management serves clients nationwide and was created to help physicians and healthcare professionals with their financial health and security. The firm provides financial planning and independent wealth management focused on the unique financial challenges of healthcare professionals. It works with clients to grow and protect their wealth and income and to build financial freedom.

## Sectors

- physicians and healthcare professionals

## People

- Cobin Soelberg M.D. — J.D., Founder of Greeley Wealth Management, Investment Advisor Representative and financial planner
- Cobin Soelberg — M.D., J.D., Founder and Principal Advisor

## Questions

### Who runs investment decisions at Greeley Wealth Management?

No named investment principals or decision-makers are publicly associated with the firm. Leadership information is not available in public records.

## Related profiles

- [Klein Wealth Management](https://altss.com/profile/klein-wealth-management-llc)
- [GRAHAM FINANCIAL](https://altss.com/profile/graham-financial)

---

Last updated: 2026-08-11T15:06:57.816Z

Canonical page: https://altss.com/profile/greeley-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology