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GREENHOUSE WEALTH MANAGEMENT, LLC
CRD 283763 · SEC 801-114887
8 WRIGHT STREET, SUITE 107, WESTPORT, CT, 06880, United States
Phone
203-561-5002
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$288.6M
Discretionary AUM
$268.1M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.6M |
| High net worth individuals | 67 | $287.0M |
States served
CT
All web addresses on file
Official SEC filing: View on IAPD