Greensview Wealth Management

$121.1MAssets under management
as of Jan 2024 · SEC Form ADV
Franklin, TN
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Tech stack

No one at Greensview Wealth Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $59M held · filed Jan 2024
Schwab
Per Form ADV · $54M held · filed Jan 2024