Sign in Sign up for free

Greenleaf & Burleson Wealth Management, LLC (Petaluma)


Greenleaf & Burleson Wealth Management, LLC is a large advisory firm based in Petaluma. It manages $437.27 million of regulatory assets for 857 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Hawaii, New Hampshire, and Oregon.

Logo



Greenleaf & Burleson Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Greenleaf & Burleson Wealth Management: assets under management

The assets under management (AUM) of Greenleaf & Burleson Wealth Management, LLC is $437.27 million. The firm's AUM has grown by 700% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $369.55 million in discretionary accounts and $67.71 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $435.28 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.46 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Greenleaf & Burleson Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Petaluma

The principal office where Greenleaf & Burleson Wealth Management, LLC performs its advisory services is located at 201 1 St Street, Petaluma, CA 94952 4288, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 707-283-0520 or by fax 707-283-0524. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at gbwealth.com.


Registered investment advisers similar to Greenleaf & Burleson Wealth Management, LLC