GREENHOUSE WEALTH MANAGEMENT, LLC

Overview

Greenhouse Wealth Management, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm favors liquid, equity-centric allocations — primarily exchange-traded products — and structures client relationships under both percentage-of-AUM and fixed-fee arrangements. Its business model emphasizes straightforward portfolio construction using ETFs for broad market exposure while maintaining limited direct equity positions for selective active decisions. The firm is not positioned as a multi-state or pension consultant and does not market itself as an ESG-focused investor. Service delivery is aimed at high-net-worth individuals and families rather than institutional capital allocation. Advisory services center on personalized planning and ongoing portfolio oversight rather than large-scale third-party capital deployment.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices