Greenline Wealth Management Llc
- Regulatory AUM
- $117M
- Discretionary
- $117M
- Clients
- 247
- Avg AUM / client
- $474K
- Accounts
- 410
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 199 | $34.5M | 29.5% |
| High net worth individuals | 35 | $61.1M | 52.2% |
| Corporations and other businesses | 13 | $21.3M | 18.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Atlas Sign Industries 401(k) Plan Atlas Signs Holdings, Inc. | 2024 | |
| Blufox Mobile 401(k) Plan Blufox Mobile Llc | 2024 | |
| Retiremint Pep The Finway Group, Llc | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew John Pitzulo | Registered representative | Mar 2023 (3y) | ||
| Joshua Edward Carelli | Registered representative | Feb 2024 (2y) | ||
| Christopher Nicholas Gacom | Registered representative | Jul 2024 (2y) | ||
| Stephen Vincent Gagliardi | Registered representative | Jul 2024 (2y) | ||
| Patrick Alan Mccoy | Registered representative | Jan 2025 (2y) | ||
| Jack Alan Garey | Registered representative | Oct 2025 (1y) |
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 (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Atlas Sign Industries 401(k) Plan | Atlas Signs Holdings, Inc. | 264 | $4.9M | 01/01/2024 |
| Blufox Mobile 401(k) Plan | Blufox Mobile Llc | 395 | $1.2M | 01/01/2024 |
| Retiremint Pep | The Finway Group, Llc | 868 | $12.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 1.2 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
- Truist Financial Corp $114M (98% of AUM) Apr 2026
- Altruist Financial $114M (98% of AUM) Jul 2026
- Pershing $2.8M (2% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗