# Green Trails Wealth

Green Trails Wealth is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** https://greentrailswealth.com
- **LinkedIn:** https://www.linkedin.com/company/jonathanltang

## Regulatory record

- **CRD number:** 329988
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329988

## About

Green Trails Wealth is a fee-only fiduciary financial planner for millennial parents. Founder and Financial Planner Jon walks alongside clients, advising on financial wellbeing so they can live confidently, purposefully, and with contentment. He brings 16 years of experience at Goldman Sachs and First Republic and founded the firm in 2024, serving clients across the U.S.

## Sectors

- Millennial parents

## People

- Jon — Founder and Financial Planner
- Jon — Certified Kingdom Advisor and Chartered Financial Consultant

## Questions

### What is Green Trails Wealth's known posture on direct investments versus fund commitments?

The firm's investment approach is completely undisclosed. No direct deals, fund commitments, or co-investment participations are on the public record. Many family offices of similar size and profile blend fund investments with selective direct deals, but Green Trails Wealth has not disclosed its strategy.

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- [100 PLUS PLANNING](https://altss.com/profile/100-plus-planning)

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

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