DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Greenline Wealth Management

Independent wealth managerBoca Raton, FloridaCRD 298397SEC 801-136186websiteIAPD
Legal name Greenline Wealth Management LLC
Latest filing Jul 31, 2026
First filing on the tape Apr 2, 2026 · 2 filings
SEC status approved since May 1, 2026
RAUM
$117M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
82%
$95.6M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$16.7M
derived; firm RAUM over IAPD count
Employees
7
7 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$117M as of Jul 31, 2026
Apr 2, 2026$117M then
HNW client RAUM$61.1M as of Jul 31, 2026
Apr 2, 2026$61.1M then
State-registered IARs (5.B.3)7 as of Jul 31, 2026
Apr 2, 20266 then
Employees (5.A)7 as of Jul 31, 2026
Apr 2, 20266 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jul 31, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$16.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
33derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.7MderivedHNW RAUM over HNW clients
Average account
$285,293derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
2.3derived3 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Custody
$12.4M, 80 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$61.1M52%
  • Individuals$34.5M30%
  • Corporations and businesses$21.3M18%
Individual clients
199reported
HNW clients
35reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
410reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$12.4M for 80 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.82 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Matthew John PitzuloVernon Hills, Il Mar 22, 202312 y0
Joshua Edward CarelliBoca Raton, FlFeb 26, 202410 y0
Christopher Nicholas GacomBoca Raton, FlJul 2, 202414 y1
Stephen Vincent GagliardiBoca Raton, FlJul 2, 202411 y0
Patrick Alan MccoyBoca Raton, Fl Jan 24, 202514 y1
Jack Alan GareyBoca Raton, FlOct 17, 202511 y0
Chase M GareyBoca Raton, FlAug 10, 202616 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Nicholas Christopher Gacom · Managing Membercontrol
      since 08/2018 · owns 50% to 75%
    • Vincent Stephen Gagliardi · Membercontrol
      since 08/2018 · owns 25% to 50%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Boca Raton, Fl · principal720
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Advisory employees · 6 to 7
      Apr 2, 2026 to Jul 31, 2026
    • Employees · 6 to 7
      Apr 2, 2026 to Jul 31, 2026
    • State-registered IARs · 6 to 7
      Apr 2, 2026 to Jul 31, 2026
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business email
    info@greenlinewm.comreportedpublished by the firm, firm site, Sep 17, 2026
    Business phone
    561-405-6609reportedpublished by the firm, firm site, Sep 17, 2026
    Firm profile
    linkedin.com/company/greenline-wealth-management/aboutreportedpublic record, Form ADV, Sep 17, 2026
    Website
    greenlinewm.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    561-405-6609reportedpublic record, Form ADV, Jul 31, 2026
    Contact form
    greenlinewm.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $16.7Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026