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Greenhouse Wealth Management, LLC

● SEC registered since 2019CRD 283763SEC# 801-114887Westport, CT
Export (members)
Reg. AUM
$288.6M
Employees
2
Accounts
313
Location
Westport, CT

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.
www.greenhousewealth.comView on SEC.gov ↗

Greenhouse Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Ryan W Callas ControlPresident And Chief Compliance OfficerOver 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

Address8 Wright Street, Suite 107, Westport, CT 06880
Phone203-561-5002
Office hours9:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$268.1M
Non-discretionary$20.5M
Total (RAUM)$288.6M