RIA Intel›Advisers›Delaware›GREENWICH FINANCIAL ADVISORS, LLC

GREENWICH FINANCIAL ADVISORS, LLC

Advisory

Data as of Jan 8, 2026 · Source: SEC Form ADV

Average account

$332K

across 104 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$34M

Discretionary AUM$33M

Non-Discretionary AUM$1M

Discretionary %95.8%

Total Clients44

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, DE, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

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