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Wealth Manager • Wayzata, United States

Green Wealth Management

Green Wealth Management is a wealth manager based in Wayzata, United States, founded in 2018. Verified contact details, AUM data, and investment preferences on FindLPs.

2018
Year Founded
Wealth Manager
Investor Type
Wayzata, United States
Headquarters
About

Green Wealth Management

Green Wealth Management is a wealth management firm based in Wayzata, Minnesota. Established in 2018, the firm's consultative approach offers comprehensive financial oversight of clients' portfolios combined with a process that allows us to put the client's needs first. They own their practice, which allows them to leverage the infrastructure of a top-tier wealth management firm while at the same time offering independent advice. The assets of the firm are managed by the executive management team.

Investment Focus

What Green Wealth Management Invests In

Investment types: Real Estate - General

Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States

Location: 701 East Lake Street

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.