GREENWICH ADVISORS, LLC
SEC RegisteredPrivate Wealth Management
About the firm
Greenwich Advisors LLC is an independent investment adviser unaffiliated with any big bank or brokerage firm, dedicated to providing private wealth management services. The firm offers customized investment solutions and charges a transparent fee based on a percentage of assets under management, with client assets held at qualified custodians such as Pershing LLC and Charles Schwab & Co., Inc.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Greenwich Advisors offers discretionary and non-discretionary account management, cash and liquidity management, core and non-core asset class investing, risk management, financing solutions, concentrated holdings solutions, ESG investment programs, tax efficient solutions, insurance (with third parties), financial reporting, and trusts and estates advisory including estate planning.
Who they serve
Wealthy individuals, their families, family offices, companies, and charitable foundations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 35 | $15M |
| High Net Worth Individuals | 37 | $170M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $2,000,000 | 0.75% |
| $2,000,000 to $5,000,000 | 0.50% |
| $5,000,000 and above | 0.35% |
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GREENWICH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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