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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

GREENE WEALTH MANAGEMENT, LLC

CRD 137810

SEATTLE, WA

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Search this name across graphsid dfx:ria:cfecd48e-ecf5-d050-c34e-f3a95fcd2df5

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 1
Observed: Mar 9, 2012 to Apr 29, 2026
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Greene Wealth Management, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-04-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $352Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,783
Individual clients: 178
High net worth clients: 199
Custody, client assets: $1.3B
SEC number: 801-64893
CRD: 137810
Filings on the tape: 30
First filed: Mar 9, 2012
Latest filed: Apr 29, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JASON ROBERT RADABAUGH	Certified Financial Planner	SEATTLE, WA	20	24	n/a	no
CHRISTOPHER BRYAN DOWNING	Certified Financial Planner	SEATTLE, WA	18	29	n/a	no
MATTHEW BENJAMIN LOWE	Certified Financial Planner\|Chartered Financial Analyst	SEATTLE, WA	12	17	n/a	no
DANIEL KENNETH GILL	n/a	SEATTLE, WA	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHRISTENSEN, SHERI, KAY	CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER	Na	yes	03/2016	Apr 29, 2026	Apr 29, 2026
DOWNING, CHRISTOPHER, BRYAN	Member	C	yes	01/2014	Apr 29, 2026	Apr 29, 2026
LOWE, MATTHEW, BENJAMIN	Member	C	yes	01/2016	Apr 29, 2026	Apr 29, 2026
RADABAUGH, JASON, ROBERT	Member	C	yes	01/2014	Apr 29, 2026	Apr 29, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 29, 2026	$1.4B	$1.4B	9	4	0	n/a	n/a
2024	Mar 12, 2025	$1.2B	$1.2B	9	3	0	n/a	n/a
2023	Mar 26, 2024	$1.1B	$1.1B	8	3	0	n/a	n/a
2022	Mar 10, 2023	$982M	$959M	9	4	0	n/a	n/a
2021	Mar 29, 2022	$1.2B	$1.1B	8	4	0	n/a	n/a
2020	Mar 4, 2021	$1.0B	$1.0B	8	4	0	n/a	n/a
2019	Mar 9, 2020	$959M	$936M	8	4	0	n/a	n/a
2018	Mar 6, 2019	$806M	$776M	8	4	0	n/a	n/a
2017	Mar 26, 2018	$855M	$823M	8	4	0	n/a	n/a
2016	Mar 8, 2017	$789M	$762M	8	4	n/a	n/a	n/a
2015	Mar 1, 2016	$726M	$659M	8	4	n/a	n/a	n/a
2014	Mar 9, 2015	$719M	$664M	8	4	n/a	n/a	n/a
2013	Jan 30, 2014	$662M	$612M	7	3	n/a	n/a	n/a
2012	Mar 8, 2013	$558M	$513M	8	4	n/a	n/a	n/a
2011	Mar 9, 2012	$477M	$435M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$1.2B	19.1%	$982M	12.8%	9	9	0	0

Relationships

Registered with (6)

← DANIEL KENNETH GILLAdvisorregistration: current employment
May 20, 2025 to presentfactForm ADV
← MATTHEW BENJAMIN LOWEAdvisorregistration: current employment
Jul 23, 2014 to presentfactForm ADV
← CHRISTOPHER BRYAN DOWNINGAdvisorregistration: current employment
Feb 18, 2008 to presentfactForm ADV
← JASON ROBERT RADABAUGHAdvisorregistration: current employment
Jan 9, 2006 to presentfactForm ADV
← JAVE DARRICK RAGANAdvisorregistration: previous registration
Jan 29, 2010 to Apr 11, 2011factForm ADV
← KEVIN RICHARD MCINTOSHAdvisorregistration: previous registration
Jan 1, 2006 to Nov 2, 2007factForm ADV

Controls (4)

← DOWNING, CHRISTOPHER, BRYANOwnerMEMBER, ownership code C, individual
Mar 9, 2012 to Mar 26, 2024factForm ADV
← RADABAUGH, JASON, ROBERTOwnerMEMBER, ownership code C, individual
Mar 9, 2012 to Mar 26, 2024factForm ADV
← CHRISTENSEN, SHERI, KAYOwnerCHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER, ownership code NA, individual
Mar 1, 2016 to Mar 26, 2024factForm ADV
← LOWE, MATTHEW, BENJAMINOwnerMEMBER, ownership code C, individual
Mar 8, 2017 to Mar 26, 2024factForm ADV

Dated events

Occurred
Apr 30, 2020
Control person left
Patrick Kirk Greene (President) no longer on Schedule A of Greene Wealth Management, Llc (listed 2020-03-09, absent 2020-04-30)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cfecd48e-ecf5-d050-c34e-f3a95fcd2df5
First observed: Mar 9, 2012
Last observed: Apr 29, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GREENE WEALTH MANAGEMENT, LLC

CRD 137810

SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cfecd48e-ecf5-d050-c34e-f3a95fcd2df5

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JASON ROBERT RADABAUGH

Certified Financial Planner

SEATTLE, WA

n/a

CHRISTOPHER BRYAN DOWNING

Certified Financial Planner

SEATTLE, WA

n/a

MATTHEW BENJAMIN LOWE

Certified Financial Planner|Chartered Financial Analyst

SEATTLE, WA

n/a

DANIEL KENNETH GILL

n/a

SEATTLE, WA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHRISTENSEN, SHERI, KAY

CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER

yes

03/2016

Apr 29, 2026

DOWNING, CHRISTOPHER, BRYAN

Member

yes

01/2014

Apr 29, 2026

LOWE, MATTHEW, BENJAMIN

Member

yes

01/2016

Apr 29, 2026

RADABAUGH, JASON, ROBERT

Member

yes

01/2014

Apr 29, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 29, 2026

$1.4B

n/a

2024

Mar 12, 2025

$1.2B

n/a

2023

Mar 26, 2024

$1.1B

n/a

2022

Mar 10, 2023

$982M

$959M

n/a

2021

Mar 29, 2022

$1.2B

$1.1B

n/a

2020

Mar 4, 2021

$1.0B

n/a

2019

Mar 9, 2020

$959M

$936M

n/a

2018

Mar 6, 2019

$806M

$776M

n/a

2017

Mar 26, 2018

$855M

$823M

n/a

2016

Mar 8, 2017

$789M

$762M

n/a

2015

Mar 1, 2016

$726M

$659M

n/a

2014

Mar 9, 2015

$719M

$664M

n/a

2013

Jan 30, 2014

$662M

$612M

n/a

2012

Mar 8, 2013

$558M

$513M

n/a

2011

Mar 9, 2012

$477M

$435M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.2B

19.1%

$982M

12.8%