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Building 2GREENHOUSE WEALTH MANAGEMENT, LLC

Map pinWESTPORT, CT
Phone203-561-5002
NotebookSEC #801-114887
Total AUM
$288.6M
Employees
2
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8 WRIGHT STREET
SUITE 107
WESTPORT
CT 06880
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
203-561-5002

ReceiptFinancials

Total AUM
$288.6M
Accounts
313
Discretionary
$268.1M
Accounts
301
Non-Discretionary
$20.5M
Accounts
12

ContactClients

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Individual Clients
4
AUM
$1.6M
HNW Individual Clients
67
AUM
$287M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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