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Wealth Manager • Carmel, United States

Greenleaf Financial Group

Greenleaf Financial Group is a wealth manager based in Carmel, United States, founded in 2006. Verified contact details, AUM data, and investment preferences on FindLPs.

2006
Year Founded
Wealth Manager
Investor Type
Carmel, United States
Headquarters
About

Greenleaf Financial Group

Greenleaf Financial Group is a fee-only investment management firm with offices in Indianapolis and Los Angeles. We provide customized investment and financial planning solutions specific to each client.

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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 We do not publish personal residential information; firms or individuals may request removal at /contact.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.