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
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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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.