Green Wealth Management Group

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

701 Lake St E Ste 200, Wayzata, Minnesot...

Phone Number

(952) 473-4069

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Green Wealth Management Group

Green Wealth Management Group is dedicated to helping clients achieve financial freedom through personalized strategies and experienced financial advice. They focus on establishing, managing, protecting, and transitioning clients' financial goals, ensuring a tailored approach that adapts to changing market conditions. Recognized as one of the top wealth management teams by Forbes and Barron's, the firm prioritizes client success and confidence in their financial future. Their services are designed for individuals seeking to navigate retirement and build a lasting legacy.Explore more
Popular SearchesGreen Wealth Management GroupGreen Wealth ManagementGreen Wealth Management Group LLCGreen Wealth Managment Group, LLC CorpSIC Code 62,628NAICS Code 52,523Show more

Green Wealth Management Group Org Chart

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Managing Director

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Vice President, Wealth Advisor

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Vice President, Wealth Advisor

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BG
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Vice President, Wealth Advisor

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TM
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Senior Wealth Advisor & Portfolio Manager, Fu...

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Financial Advisor

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Senior Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Green Wealth Management G...

<$5M
1-10
Private
-
2018
JL
James LukanichManaging Director
<$5M
1-10
Private
-
-
James Angiuli, Managing Partner, Wealth Advisor at Fit Wealth Management
James AngiuliManaging Partner, Wealth Advisor
<$5M
1-10
Private
-
2003
LB
Lacy BaileyClient Associate
<$5M
1-10
Private
-
-
MM
Maeghan McCardleSenior Registered Client Associate
<$5M
1-10
Private
-
2019
EM
Ellen McCormackAssistant Branch Manager
<$5M
1-10
Private
-
2019
WG
William GombergManaging Partner
<$5M
1-10
Private
-
-
DP
Donna PayteBranch Administrator
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Green Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Green Wealth Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Green Wealth Management Group.

Green Wealth Management Group Tech Stack

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Frequently Asked Questions Regarding Green Wealth Management Group

What is Green Wealth Management Group's official website?
Green Wealth Management Group's official website is www.greenwmg.com
What is Green Wealth Management Group's Revenue?
Green Wealth Management Group's revenue is <$5 Million
What is Green Wealth Management Group's SIC code?
Green Wealth Management Group's SIC: 62,628
What is Green Wealth Management Group's NAICS code?
Green Wealth Management Group's NAICS: 52,523
How many employees does Green Wealth Management Group have?
Green Wealth Management Group has 1-10 employees
What industry does Green Wealth Management Group belong to?
Green Wealth Management Group is in the industry of: Finance, Securities Trading
What is Green Wealth Management Group competition?
Green Wealth Management Group top competitors include: Campbell Wealth Management, Burbank Wealth Management, Gomberg Mcquilkin Wealth Management Group, BVJ Wealth Management
What technology does Green Wealth Management Group use?
Some of the popular technologies that Green Wealth Management Group uses are: WordPress.org, PHP, Proofpoint, Google Cloud Web Serving
How do I contact Green Wealth Management Group?
Green Wealth Management Group contact info: Phone number: (952) 473-4069 Website: www.greenwmg.com
What does Green Wealth Management Group do?

Green Wealth Management Group is dedicated to helping clients achieve financial freedom through personalized strategies and experienced financial advice. They focus on establishing, managing, protecting, and transitioning clients' financial goals, ensuring a tailored approach that adapts to changing market conditions. Recognized as one of the top w... ealth management teams by Forbes and Barron's, the firm prioritizes client success and confidence in their financial future. Their services are designed for individuals seeking to navigate retirement and build a lasting legacy.Read More

Is Green Wealth Management Group a public company?
Green Wealth Management Group is private company therefore does not currently have an official ticker symbol
See more information about Green Wealth Management Group

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