# Green Square Wealth Management

Green Square Wealth Management is a Bank / Wealth / Trust based in Memphis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Memphis, United States
- **Region:** North America
- **Address:** Memphis, TN, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** greensquareco.com
- **LinkedIn:** https://www.linkedin.com/company/89721174

## Regulatory record

- **Reports private funds:** No

## About

Green Square Wealth Management was founded in 2001 and is headquartered in Memphis, Tennessee. The firm operates as a registered investment adviser, providing wealth management and advisory services to individuals, high-net-worth families, and business entities. Its service model integrates investment advisory with trust and estate planning and tax planning, reflecting a traditional private-client orientation common among boutique Southeastern wealth practices. The firm's investment approach is grounded in financial planning and fiduciary advisory rather than proprietary fund management. Geographic focus is regional, centered on the Memphis metropolitan area and the broader Mid-South, though the firm is registered to serve clients across multiple states. Scale and team size are not publicly disclosed. The firm maintains a low online profile with no LinkedIn presence captured, consistent with a small, founder-led practice that grows through professional referrals rather than institutional marketing. No adjacent philanthropic vehicles, real-asset arms, or operating businesses are publicly associated with the firm. Structurally, Green Square differs from national RIA aggregators and bank-trust departments by remaining independent and boutique.

## Questions

### Does Green Square participate in alternative investments or direct deals?

There is no public record of Green Square engaging in direct private equity, venture capital, or real estate deals. Its stated service lines — investment advisory, trust and estate planning, and tax planning — align with a conventional wealth management model rather than an alternatives-oriented investment platform.

## Related profiles

- [Green Ridge Wealth Planning](https://altss.com/profile/green-ridge-wealth-planning)
- [Green Wealth Partners](https://altss.com/profile/green-wealth-partners-gwp)

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Last updated: 2026-08-11T02:43:31.692Z

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