Chief Investment Officer · Greenup Street Wealth Management LLC
Daniel J Greulich
CRD 5243352 · Named on Form ADV at one SEC-registered adviser
At a glance
Greenup Street Wealth Management LLC, an SEC-registered wealth manager based in Overland Park, KS with $900 million in regulatory assets, lists Daniel J Greulich on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Greenup Street Wealth Management LLCChief Investment OfficerWealth manager · Overland Park, KS · $900M in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Anthony M. SchmittCEO, Greenup Street Wealth Management LLC
- Aaron G. KirschSenior Vice President and Wealth Advisor, Greenup Street Wealth Management LLC
- Brandon M. KrausSenior Vice President and Wealth Advisor, Greenup Street Wealth Management LLC
- Alexander L. FishmanPresident, Greenup Street Wealth Management LLC
- Kyle J. BarclaySenior Vice President and Wealth Advisor, Greenup Street Wealth Management LLC
1 more person named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.