Greenleaf Financial Network, Llc
- Regulatory AUM
- $124M
- Discretionary
- $124M
- Clients
- 189
- Avg AUM / client
- $654K
- Accounts
- 329
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 150 | $47.2M | 38.1% |
| High net worth individuals | 39 | $76.5M | 61.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| A V Services, Incorporated 401(k) Profit Sharing Plan A V Services, Incorporated | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael James Beary | Registered representative | Aug 2016 (10y) | ||
| Timothy Jude Feeney | Registered representative | May 2017 (9y) | ||
| Leonard Henry Hempen | Registered representative | Jan 2018 (9y) | ||
| Brandon Alan Wooley | Registered representative | Jan 2019 (8y) | ||
| Dustin Wayne Kennedy | Registered representative | May 2020 (6y) | ||
| Joseph Arthur Toepke | Registered representative | Dec 2021 (5y) | ||
| Anna Marie Kiser | Registered representative | CFP | Oct 2024 (2y) | |
| Jennifer Armour | Registered representative | Oct 2024 (2y) | ||
| Michael Alan Armour | Registered representative | Oct 2024 (2y) | ||
| Robert Daniel Shaara | Registered representative | Jan 2026 (1y) | ||
| Michael Christopher Alba | Registered representative | Jun 2026 (0y) | ||
| Sara Magdalene Reals | Registered representative | CFP | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| A V Services, Incorporated 401(k) Profit Sharing Plan | A V Services, Incorporated | 292 | $13.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $124M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗