← Directory
GREENWICH WEALTH MANAGEMENT, LLC
Legal name: GREENWICH WEALTH MANAGEMENT LLC
CRD 142820File 801-68897
APPROVED
Retail clients
Disclosure events
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.52B
Top 25% of cohort (national)
Discretionary AUM
$2.88B
Non-discretionary $634.4M
Clients
625
625 accounts
Employees
13
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 20, 2008
- Principal office
- 45 EAST PUTNAM AVENUE, SUITE 128, GREENWICH, CT, 06830
- Phone
- 203-618-0100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.52B
- Discretionary AUM
- $2.88B
- Non-discretionary AUM
- $634.4M
- Discretionary accounts
- 617
- Non-discretionary accounts
- 8
- Total accounts
- 625
- AUM per client
- $5.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $1.16B |
| Charitable organizations | 10 | $73.3M |
| High net worth individuals | 491 | $2.23B |
| Pension and profit sharing plans | 6 | $35.5M |
| Individuals (other than high net worth individuals) | 98 | $16.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.