T Green Wealth Advisors LLC

Overview

T Green Wealth Advisors LLC operates as an independent registered investment adviser focused on individual and family clients. The firm bills itself as a capital allocator and offers a blend of financial planning and portfolio management alongside pension consulting, selection of third‑party advisers and educational workshops. Its fee model combines percentage‑of‑AUM charging with fixed fees, which suggests engagement structures that can range from ongoing managed accounts to project‑based planning assignments. Investment activity is tilted toward equities, with an expressed preference for exchange‑traded securities. The firm does not identify as an active ESG investor and maintains a single‑office footprint, indicating a localized client base and a compact team model. The advisory services emphasize customized portfolio construction for individuals and small businesses rather than institutional mandates.

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Public Holdings

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Location & Offices