Greenhouse Wealth Management, LLC
● SEC registered since 2019CRD 283763SEC# 801-114887Westport, CT
Reg. AUM
$288.6M
Employees
2
Accounts
313
Location
Westport, CT
About Greenhouse Wealth Management
Greenhouse Wealth Management is a fiduciary firm focused on client goals through customized plans and low-cost, tax-efficient investing. It covers diversified portfolio management aligned with liquidity needs and what matters most to each household.
Summary based on the firm’s website.
Greenhouse Wealth Management, LLC assets under management
Greenhouse Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Westport, CT. The firm has been registered since 2019. It reports $288.6 million in regulatory assets under management and employs 2 people.
Greenhouse Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan W Callas Control | President And Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Greenhouse Wealth Management, LLC manage?
Greenhouse Wealth Management, LLC reports $288.6 million in regulatory assets under management on its Form ADV.
How many employees does Greenhouse Wealth Management, LLC have?
Greenhouse Wealth Management, LLC reports 2 employees.
Where is Greenhouse Wealth Management, LLC located?
Greenhouse Wealth Management, LLC is based in Westport, CT and has been SEC-registered since 2019.
Does Greenhouse Wealth Management, LLC disclose fund performance?
Greenhouse Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8 Wright Street, Suite 107, Westport, CT 06880 |
| Phone | 203-561-5002 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$288.6M▲ 10%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$288.6Mregulatory AUM
Discretionary $268.1MNon-discretionary $20.5M