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GREENWICH WEALTH MANAGEMENT, LLC
GREENWICH WEALTH MANAGEMENT LLC
CRD 142820 · SEC 801-68897
45 EAST PUTNAM AVENUE, SUITE 128, GREENWICH, CT, 06830, United States
Phone
203-618-0100
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.52B
Discretionary AUM
$2.88B
Team
13 total employees; 11 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersGWM HAS EXECUTED A PORTFOLIO MANAGER LICENSING AGREEMENT WITH INTERACTIVE ADVISORS WHICH IS AFFILIATED WITH INTERACTIBE BROKERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $16.0M |
| High net worth individuals | 491 | $2.23B |
| Pension/profit sharing plans | 6 | $35.5M |
| Charitable organizations | 10 | $73.3M |
| Corporations/business entities | 20 | $1.16B |
States served
CA, MA, NY, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD