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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

GREENLEAF ADVISORS

GREENLEAF ADVISORS LLC, CRD 172332

RED BANK, NJ

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:d4fcef2d-a156-8e5e-1d03-a65266dc95c0

Data as of May 3, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 1
Observed: Jul 28, 2014 to May 3, 2022
43 observations

Across DFX

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

Allocatorsidentity

Greenleaf Advisors

Investment consultant · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $900MItem 5.F on the latest filing (2022-05-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 58
Individual clients: 0
High net worth clients: 0
SEC number: 801-80155
CRD: 172332
Filings on the tape: 43
First filed: Jul 28, 2014
Latest filed: May 3, 2022
Organised: Limited Liability Company, New Jersey

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
GREENLEAF, JAMIE, DORANN	PRINCIPAL OWNER	D	yes	07/2014	Oct 20, 2014	May 3, 2022
GREENLEAF, WAYNE, KING	OWNER AND CHIEF COMPLIANCE OFFICER	D	yes	07/2014	Jul 28, 2014	May 3, 2022

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Houston	TX	United States	1	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	May 3, 2022	$900M	$0	6	4	1	n/a	n/a
2020	Mar 29, 2021	$727M	$0	15	9	3	n/a	n/a
2019	Mar 16, 2020	$4.8B	$156M	15	9	3	n/a	n/a
2018	Feb 21, 2019	$4.5B	$140M	15	9	4	n/a	n/a
2017	Feb 23, 2018	$2.4B	$2.4B	13	7	3	n/a	n/a
2016	Mar 2, 2017	$2.1B	$60.0M	12	6	n/a	n/a	n/a
2015	Feb 24, 2016	$2.0B	$50.0M	7	1	n/a	n/a	n/a
2014	Mar 6, 2015	$1.7B	$50.0M	5	4	n/a	n/a	n/a

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
2021	$900M	$727M	23.8%	$4.5B	-41.7%	6	15	1	3

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Onedigital	4	Mar 30, 2021	Mar 5, 2021	RED BANK, NJ	Firm absorbed	Other	66.7%

Relationships

Controls (2)

← GREENLEAF, JAMIE, DORANNOwnerPRINCIPAL OWNER, ownership code D, individual
Oct 20, 2014 to presentfactForm ADV
← GREENLEAF, WAYNE, KINGOwnerOWNER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jul 28, 2014 to presentfactForm ADV

Registered with (8)

← JOSEPH DAVID GASTALDIAdvisorregistration: previous registration
Nov 18, 2022 to Nov 30, 2022factForm ADV
← Jared Jon ManvilleAdvisorregistration: previous registration
Feb 26, 2019 to Jul 13, 2021factForm ADV
← BRIAN CHRISTOPHER CLARKAdvisorregistration: previous registration
Aug 16, 2019 to Mar 30, 2021factForm ADV
← Eileen Patricia MahoneyAdvisorregistration: previous registration
Jan 2, 2018 to Mar 30, 2021factForm ADV
← ROBERT MICHAEL CORCORANAdvisorregistration: previous registration
Dec 16, 2020 to Mar 30, 2021factForm ADV
← Amy MackinAdvisorregistration: previous registration
Oct 3, 2017 to Mar 30, 2021factForm ADV
← WALTER LAWRENCE ZIFFERAdvisorregistration: previous registration
Oct 7, 2014 to Oct 26, 2016factForm ADV
← FRANK IDREESAdvisorregistration: previous registration
Jun 2, 2015 to Sep 12, 2016factForm ADV

Moved with (1)

→ ONEDIGITALRegistered adviser4 advisors, firm absorbed, same day
Mar 30, 2021 to Mar 5, 2021factForm ADV

Dated events

Occurred
Nov 30, 2022
Advisor changed firm
Joseph David Gastaldi left Greenleaf Advisors for Alden Investment Group (registered 2023-01-17)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2021
Regulatory AUM changed
Greenleaf Advisors reported RAUM $726.9M, down 85% from $4.8B (2020-06-11 to 2021-03-29)
Form ADVobserved 4 days ago
$-4.0B
Occurred
Feb 21, 2019
Regulatory AUM changed
Greenleaf Advisors reported RAUM $4.5B, up 87% from $2.4B (2019-01-24 to 2019-02-21)
Form ADVobserved 4 days ago
$2.1B
Occurred
Jul 28, 2014
First Form ADV filing
Greenleaf Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4fcef2d-a156-8e5e-1d03-a65266dc95c0
First observed: Jul 28, 2014
Last observed: May 3, 2022 53 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.

GREENLEAF ADVISORS

GREENLEAF ADVISORS LLC, CRD 172332

RED BANK, NJ

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:d4fcef2d-a156-8e5e-1d03-a65266dc95c0

Data as of May 3, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GREENLEAF, JAMIE, DORANN

PRINCIPAL OWNER

yes

07/2014

Oct 20, 2014

May 3, 2022

GREENLEAF, WAYNE, KING

OWNER AND CHIEF COMPLIANCE OFFICER

yes

07/2014

Jul 28, 2014

May 3, 2022

City

State

Country

Employees

Also broker-dealer

Houston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

May 3, 2022

$900M

n/a

2020

Mar 29, 2021

$727M

n/a

2019

Mar 16, 2020

$4.8B

$156M

n/a

2018

Feb 21, 2019

$4.5B

$140M

n/a

2017

Feb 23, 2018

$2.4B

n/a

2016

Mar 2, 2017

$2.1B

$60.0M

n/a

2015

Feb 24, 2016

$2.0B

$50.0M

n/a

2014

Mar 6, 2015

$1.7B

$50.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$900M

$727M

23.8%

$4.5B

-41.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Onedigital

Mar 30, 2021

Mar 5, 2021

RED BANK, NJ

Firm absorbed

Other

66.7%