Greenhouse Wealth Management, LLC
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 283763
- Registered since
- March 22, 2019
- Website
- www.greenhousewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.46%
- Individuals0.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Greenhouse Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm is SEC-registered (registration year 2019) and charges clients either a percentage of assets under management or fixed fees. Greenhouse does not appear to run its own private funds or act as a capital allocator; instead it relies on external managers and pooled vehicles. The firm does not identify as an active ESG investor.
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 Equities61%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Contacts
1 of 1
Ryan Callas
PresidentCRD 5543680
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$136M in ETFs
99%
$135M
<1%
$1.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $53.7M | 70,437 | 39.40% |
Location
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, 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
- 8 Wright St
- Time zone
- ET (UTC-5)
- Office locations
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