RIA Intel›Advisers›Connecticut›GREENWICH WEALTH MANAGEMENT LLC

GREENWICH WEALTH MANAGEMENT LLC

Advisory

N·GREENWICH, CT

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$3.5B
1-Year AUM Growth
+24.0%
3-Year CAGR
+3.0%
Employees
11
Assets Under Management
Total AUM$3.5B
Discretionary AUM$2.9B
Non-Discretionary AUM$634M
Discretionary %82%
Total Clients491
Team
Total Employees11
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record61
First FilingFeb 20, 2008
Latest FilingMar 25, 2026
🔒 Full AUM trend chart and 61 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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