Greenwich Wealth Management, LLC's Form ADV discloses 2.00% on the first $1 million, 1.75% on the next $4 million, and 1.50% on assets above $5 million. See complete fee breakdown ↓
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 491 high-net-worth clients according to their SEC filing dated July 28, 2026. View client details ↓
According to their SEC Form ADV, Greenwich Wealth Management, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Greenwich Wealth Management, LLC manages $3.5 billion in client assets according to their SEC filing dated July 28, 2026.
According to their SEC Form ADV, Greenwich Wealth Management, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓