← Back to searchVisit website
GREATER WEALTH
GREATER WEALTH LLC
CRD 326978
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