Overview
Assets Under Management: $2.2 billion
Headquarters: GREENWICH, CT
High-Net-Worth Clients: 395
Average Client Assets: $4 million
Frequently Asked Questions
GREENWICH 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 #142820), GREENWICH WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
GREENWICH WEALTH MANAGEMENT LLC is headquartered in GREENWICH, CT.
GREENWICH WEALTH MANAGEMENT LLC serves 395 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, GREENWICH WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
GREENWICH WEALTH MANAGEMENT LLC manages $2.2 billion in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, GREENWICH WEALTH MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 395
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.35
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 393
Discretionary Accounts: 388
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 142820
Last Filing Date: 2024-03-27 00:00:00
Website: https://greenwichwealth.com