# Greenwood Wealth Management

Greenwood Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 311352
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311352

## About

GREENWOOD WEALTH MANAGEMENT, LLC is a state-registered investment adviser in SAN FRANCISCO, CA. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs Greenwood Wealth Management?

The principals and leadership of Greenwood Wealth Management are not publicly identified. The firm maintains a low profile, typical of many family offices that prioritize privacy over public recognition.

### How does Greenwood Wealth Management deploy its capital?

Specific deployment details for Greenwood Wealth Management are not publicly available. The firm is assumed to allocate capital across a mix of public securities, direct real estate, and private market investments, but exact figures remain unknown.

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Last updated: 2026-07-06T01:24:17.614Z

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