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GREENWICH WEALTH MANAGEMENT, LLC
GREENWICH, CT
203-618-0100
SEC #801-68897Total AUM
$3.5B
Employees
13Clients
625Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
45 EAST PUTNAM AVENUE
SUITE 128
GREENWICH
CT 06830
United States
SUITE 128
GREENWICH
CT 06830
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
203-618-0100
Other Offices
2
Financials
Total AUM
$3.5B
Accounts
625Discretionary
$2.9B
Accounts
617Non-Discretionary
$634.4M
Accounts
8
Clients
Individual Clients
98AUM
$16M
HNW Individual Clients
491AUM
$2.2B
Pension/Profit Sharing Plan Clients
6AUM
$35.5M
Charitable Organization Clients
10AUM
$73.3M
Corporation or Business Clients
20AUM
$1.2B
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
GWM HAS EXECUTED A PORTFOLIO MANAGER LICENSING AGREEMENT WITH INTERACTIVE ADVISORS WHICH IS AFFILIATED WITH INTERACTIBE BROKERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACTFLMANYPATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.