Matthew Lowe
Greene Wealth Management · Seattle, Washington
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.
Request an introduction to Matthew →
Facts
| Firm | Greene Wealth Management |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.41B across 1,783 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in WA · CRD 5552373 |
| Exams passed | Series 66 (2008) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.greenewealthmgmt.com |
| Profile |
How Matthew's firm compares
- Greene Wealth Management's average account is about $790,000, from its Form ADV (assets managed divided by 1,783 accounts).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.