# Greenline Wealth Management: new SEC registration, $117M AUM, Boca Raton, FL

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Greenline Wealth Management |
| Legal name | Greenline Wealth Management LLC |
| CRD | 298397 |
| Status | Approved |
| Registered with the SEC | 2026-05-01 |
| Latest Form ADV filing | 2026-07-31 |
| Location | Boca Raton, FL, United States |
| Regulatory AUM | $116,970,119 |
| Accounts | 410 |
| Employees | 7 |
| Website | https://www.linkedin.com/company/greenline-wealth-management/about/ |

## Why this score
- $117M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/298397). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.