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 organized as an LLC and registered with the SEC in 2019. The firm focuses on individual and family clients and provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines asset-based fees with fixed-fee arrangements. Greenhouse does not identify as an active ESG investor, is not a multi-state adviser in the available data, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 34Active vs passive
$133M in ETFs
99%
$132M
0%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $52.2M | 69,963 | 39.13% |
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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