Overview
Assets Under Management: $261 million
Headquarters: WESTPORT, CT
High-Net-Worth Clients: 65
Average Client Assets: $4 million
Frequently Asked Questions
GREENHOUSE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283763), GREENHOUSE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GREENHOUSE WEALTH MANAGEMENT, LLC is headquartered in WESTPORT, CT.
GREENHOUSE WEALTH MANAGEMENT, LLC serves 65 high-net-worth clients according to their SEC filing dated January 17, 2025. View client details ↓
According to their SEC Form ADV, GREENHOUSE WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GREENHOUSE WEALTH MANAGEMENT, LLC manages $261 million in client assets according to their SEC filing dated January 17, 2025.
According to their SEC Form ADV, GREENHOUSE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.31
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 302
Discretionary Accounts: 290
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 283763
Last Filing Date: 2025-01-17 00:00:00
Website: https://greenhousewealth.com