GREEN PASTURES WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- BRIDGEPORT, Connecticut
- CRD number
- 129693
- Website
- www.greenpastureswm.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI75%
- Individuals25%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Green Pastures Wealth Management LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is owned by an individual and is classified as an insurance broker, which indicates a dual focus on investment advisory and insurance services. Green Pastures Wealth Management does not engage in capital allocation or act as a pension consultant, nor is it a multi-state adviser. The firm operates under a fee structure that includes a percentage of assets under management and performance-based fees, aligning its interests with those of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1LEELAND GRAY
FounderCRD 2443548
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BRIDGEPORT, CT
FAIRFIELD
Location
BRIDGEPORT, CT
Headquartered in BRIDGEPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 3000 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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