Greenline Wealth Management
advisor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #2320 of mapped providers
Assets under administration$24M0.0%Market share · rank #7972
Fees received$142,947Median $18,645/planSum across Schedule C direct + indirect
Net wins YoY+23 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Greenline Wealth Management plan look like?
Service mix · median fees per plan
Count of plans where Greenline Wealth Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 4 | $17,177 | |
Investment advisory (participants)Code 26 | 1 | $19,800 |
Competitor overlap
Percent of Greenline Wealth Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Greenline Wealth Management.
| Sponsor | From | Assets |
|---|---|---|
THE FINWAY GROUP, LLCIA · 421468222-012 | (new plan) | $13M |
ATLAS SIGNS HOLDINGS, INC.FL · 650412394-001 | Raymond James & Associates, Inc. | $5M |
BLUFOX MOBILE LLCNY · 821471419-003 | EQUITABLE | $1M |
Plans lost in 2024
Appeared last year under Greenline Wealth Management; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE FINWAY GROUP, LLCIA · 421468222-012 | $13M | 954 | $87,309 | 1y | - |
JAIN FARM FRESH FOODS, INC.CA · 931108553-002 | $5M | 118 | $15,708 | 2y | 1 |
ATLAS SIGNS HOLDINGS, INC.FL · 650412394-001 | $5M | 282 | $19,800 | 1y | - |
BLUFOX MOBILE LLCNY · 821471419-003 | $1M | 461 | $1,485 | 1y | 1 |
ECONOCARIBE CONSOLIDATORS INC.FL · 591428228-004 | $0 | 0 | $18,645 | 5y | 1 |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (5)
Raw Schedule C names collapsed into Greenline Wealth Management.
- CHRISTOPHER GACOM DBA GREENLINE WEA
- GREENLINE WEALTH MANAGEMENT
- GREENLINE WEALTH MANAGEMENT LLC
- GREENLINE WEALTH MANAGEMENT, LLC
- GREENLINE WEALTH MANAGEMENT.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Greenline Wealth Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 20.00% | 7.76% | +12.24 pp |
| Fidelity bond gap | 1 | 20.00% | 26.94% | -6.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Greenline Wealth Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Greenline Wealth Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Empower | 2 | 40.0% |
| Transamerica | 1 | 20.0% |