GREENSVIEW WEALTH MANAGEMENT

Legal name: GREENSVIEW WEALTH MANAGEMENT LLC

CRD 297321File 801-113535

APPROVED

Retail clients

Custody

Filing as of Jan 4, 2024

Feed vintage Aug 17, 2026

Regulatory AUM

$121.1M

Bottom 25% of cohort (national)

Discretionary AUM

$62.1M

Non-discretionary $59.0M

Clients

178

373 accounts

Employees

Bottom 25% of cohort in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jul 3, 2018
Principal office: 501 CORPORATE CENTER DRIVE, SUITE 315, FRANKLIN, TN, 37067
Phone: 615-551-3050
Website: HTTPS://WWW.FACEBOOK.COM/GREENSVIEWWEALTHMANAGEMENT/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $121.1M
Discretionary AUM: $62.1M
Non-discretionary AUM: $59.0M
Discretionary accounts: 194
Non-discretionary accounts: 179
Total accounts: 373
AUM per client: $680K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.9M
High net worth individuals	34	$72.5M
Pension and profit sharing plans	Fewer than 5	$1.9M
Individuals (other than high net worth individuals)	144	$44.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.