# Matthew Lowe

> Matthew Lowe is a fee-only financial advisor at Greene Wealth Management in Seattle, Washington, who holds the CFP and CFA credentials. Greene Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-lowe/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Greene Wealth Management
- **Based in:** Seattle, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.41B across 1,783 accounts
- **Credentials:** CFP, CFA
- **CRD:** 5552373 (https://adviserinfo.sec.gov/individual/summary/5552373)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2008)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.greenewealthmgmt.com/

## Frequently asked questions

### Is Matthew Lowe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Greene Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Matthew charge for financial advice?

Matthew's firm, Greene Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Lowe based?

Matthew Lowe is based in Seattle, Washington.

### What credentials does Matthew Lowe hold?

Matthew Lowe holds the CFP and CFA credentials.

### Is Matthew Lowe registered with the SEC?

Yes. Matthew Lowe is registered as an investment adviser representative in WA (CRD 5552373), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Greene Wealth Management manage?

Greene Wealth Management reports $1.41B across 1,783 accounts in assets under management.

### How do I contact Matthew Lowe?

Through Matthew's website, www.greenewealthmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5552373): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.