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GREENERBUCKS

Advisory

SACRAMENTO, CA

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in CA

#5,364

of 5,480 advisers by AUM

Average account

$198K

across 2 accounts

AUM per adviser

$396K

1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$396K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$396K

Discretionary AUM$0

Non-Discretionary AUM$396K

Discretionary %0%

Total Clients2

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, ID

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

2 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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OPULENT STRATEGIES, LLC

$392K

MAGNOLIA CAPITAL ASSET MANAGEMENT LLC

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