GREENWICH WEALTH MANAGEMENT, LLC
SEC RegisteredEnhancing wealth preservation and fostering enduring legacies.
About the firm
Greenwich Wealth Management (GWM) is an SEC Registered Investment Advisory Firm located in Greenwich, Connecticut. As a privately owned, independent boutique, GWM develops innovative, custom-tailored investment strategies without the pressure to promote internal products. With over a century of combined investment experience, their team of independent advisors customizes their approach for solving complex financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Custom-tailored investment strategies, financial roadmap development, risk tolerance assessment, wealth preservation and enhancement, and access to sophisticated investment products and opportunities through global electronic trading and relationships with large banks, brokers, and investment professionals worldwide. Services are available for a percentage of assets under management.
Who they serve
High net worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and profit sharing plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 98 | $16M |
| High Net Worth Individuals | 491 | $2.2B |
| Charitable Organizations | 6 | $35M |
| State/Municipal Entities | 10 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.50% |
| $1,000,001 to $5,000,000 | 1.50% |
| Over $5,000,000 | 1.00% |
Data as of March 25, 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 WEALTH MANAGEMENT, 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.
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