# Greenline Wealth Management

Greenline Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** greenlinewm.com
- **LinkedIn:** https://www.linkedin.com/company/greenline-wealth-management

## Regulatory record

- **CRD number:** 298397
- **SEC file number:** 801-136186
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298397

## About

GREENLINE WEALTH MANAGEMENT is an SEC-registered investment adviser in BOCA RATON, FL, registered since 2026. The firm manages $117 million in assets. It has 7 employees and 6 investment advisers.

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Last updated: 2026-07-11T06:42:33.000Z

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