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GREATER WEALTH

GREATER WEALTH LLC

CRD 326978

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21 BRIDGE SQUARE, WESTPORT, CT, 06880, United States

Phone

9803659847

Fax

Registration

— (—)

Source

State registered

Total AUM

$8.4M

Discretionary AUM

$8.4M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

All web addresses on file

Official SEC filing: View on IAPD