Greeley Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
5
80% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$0
About
Greeley Wealth Management is a single‑advisor independent registered investment adviser that provides advisory and related financial services to a very small number of individual clients. The firm operates with a concentrated client roster (five clients) and maintains a single office while conducting business by appointment.
The firm’s Form ADV indicates it does not provide portfolio management for individuals, so its work with clients focuses on advice and planning rather than discretionary asset management. Greeley also publishes educational materials and offers seminars or workshops and maintains a firm website (greeleywealthmanagement.com), combining one‑on‑one meetings with group education.
Compared with peers, Greeley is uncommon among solo independent advisers in offering public educational programming while serving a tiny, appointment‑driven client base. It is also notable for not using percentage‑of‑AUM fees, suggesting the firm relies on alternative fee arrangements and educational outreach as core elements of its service model.
Client services
Financial planning
Educational seminars or workshops
Fee options
Fixed fees (specific amounts not stated)
Main office location
Greeley Wealth Management
Bend OR, United States
Number of offices
1
Most active in
Greeley Wealth Management has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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