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T GREEN WEALTH ADVISORS LLC

Advisory

OH

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account
$82K
across 34 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
34
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

CHIAREZZA CAPITAL MANAGEMENT, LLC
$3M
FUSION PLANNING LLC
$3M
REINHART ASSET MANAGEMENT LLC
TOLEDO, OH
$3M
GRIPMAN INVESTMENT ADVISORS, LLC
COLUMBUS, OH
$3M
+35.0% 1Y
ULTRA ADVISORS LLC
LYNDHURST, OH
$3M
FEG INVESTORS, LLC
CINCINNATI, OH
$3M
-92.5% 1Y

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