| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Jerry Sullivan Control | Chief Compliance Officer, Member | 5-10% | 2023 |
| Harry Edward Figgie | Member | 5-10% | 2023 |
| Jackson Henry Kleinert | Member | 5-10% | 2023 |
Greenwich Wealth Management LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
Greenwich Wealth Management LLC reports 13 employees.
Greenwich Wealth Management LLC is based in Greenwich, CT and has been SEC-registered since 2008.
Greenwich Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 45 East Putnam Avenue, Suite 128, Greenwich, CT 06830 |
| Phone | 203-618-0100 |
| Office hours | 5-Sep |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1439805 |
| Discloses disciplinary history | Yes |
| Discretionary | $2.32B |
| Non-discretionary | $390.9M |
| Total (RAUM) | $2.71B |