Active
GREENWICH WEALTH MANAGEMENT, LLC
Investment Advice|GREENWICH, CT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$2.7B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 2.3B |
| Non-Discretionary | 390.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 142820 |
| SEC Number | 801-68897 |
| Street Address | 45 EAST PUTNAM AVENUE |
| Street Address 2 | SUITE 128 |
| Location | GREENWICH, CT 06830 |
| Country | United States |
| Phone | 203-618-0100 |
| Fax | 203-286-2025 |
| Total Employees | 13 |
Client Count by Type (491 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 395 |
| Individuals (other than H… | 74 |
| Corporations/Businesses | 13 |
| Charitable Organizations | 9 |
Community Partners
BOROUGH OF NEWTOWN
TOWN OF BRIDGEWATER
TOWN OF BROOKFIELD
TOWN OF GREENWICH
TOWN OF NEW CANAAN
TOWN OF NEW FAIRFIELD
TOWN OF NEWTOWN
TOWN OF RIDGEFIELD-AMBULANCE
TOWN OF SHERMAN
TOWN OF WESTON
TOWN OF WESTPORT
TOWN OF WILTON
BOROUGH OF NEWTOWN
TOWN OF BRIDGEWATER
TOWN OF BROOKFIELD
TOWN OF GREENWICH
TOWN OF NEW CANAAN
TOWN OF NEW FAIRFIELD
TOWN OF NEWTOWN
TOWN OF RIDGEFIELD-AMBULANCE
TOWN OF SHERMAN
TOWN OF WESTON
TOWN OF WESTPORT
TOWN OF WILTON
BOROUGH OF NEWTOWN
TOWN OF BRIDGEWATER
TOWN OF BROOKFIELD
TOWN OF GREENWICH
TOWN OF NEW CANAAN
TOWN OF NEW FAIRFIELD
TOWN OF NEWTOWN
TOWN OF RIDGEFIELD-AMBULANCE
TOWN OF SHERMAN
TOWN OF WESTON
TOWN OF WESTPORT
TOWN OF WILTON
Municipal Government
12 Active
12
Organizations
289 NEW NORWALK ROAD TAX DISTRICT
ALLWOOD TAX DISTRICT
ATCHINSON COVE TAX DISTRICT
BELLE HAVEN TAX DISTRICT
BETHEL HOUSING AUTHORITY
BINNEY LANE TAX DISTRICT
BOGUS HILL TAX DISTRICT
BROOKFIELD HOUSING AUTHORITY
CANDLEWOOD HILLS TAX DISTRICT
CANDLEWOOD ISLE TAX DISTRICT
CANDLEWOOD KNOLLS TAX DISTRICT
CANDLEWOOD POINT HOMEOWNERS TAX DISTRICT
CANDLEWOOD SHORES TAX DISTRICT
CANDLEWOOD SPRINGS TAX DISTRICT
CANDLEWOOD TAX DISTRICT
CHIMNEY COVE TAX DISTRICT
COBBLERS GREEN ASSOCIATION/TAX DISTRICT
COMMON TAX DISTRICT
COUNTRY ROAD & COUNTRY LANE TAX DISTRICT
CROOKED MILE TAX DISTRICT
289 NEW NORWALK ROAD TAX DISTRICT
ALLWOOD TAX DISTRICT
ATCHINSON COVE TAX DISTRICT
BELLE HAVEN TAX DISTRICT
BETHEL HOUSING AUTHORITY
BINNEY LANE TAX DISTRICT
BOGUS HILL TAX DISTRICT
BROOKFIELD HOUSING AUTHORITY
CANDLEWOOD HILLS TAX DISTRICT
CANDLEWOOD ISLE TAX DISTRICT
CANDLEWOOD KNOLLS TAX DISTRICT
CANDLEWOOD POINT HOMEOWNERS TAX DISTRICT
CANDLEWOOD SHORES TAX DISTRICT
CANDLEWOOD SPRINGS TAX DISTRICT
CANDLEWOOD TAX DISTRICT
CHIMNEY COVE TAX DISTRICT
COBBLERS GREEN ASSOCIATION/TAX DISTRICT
COMMON TAX DISTRICT
COUNTRY ROAD & COUNTRY LANE TAX DISTRICT
CROOKED MILE TAX DISTRICT
289 NEW NORWALK ROAD TAX DISTRICT
ALLWOOD TAX DISTRICT
ATCHINSON COVE TAX DISTRICT
BELLE HAVEN TAX DISTRICT
BETHEL HOUSING AUTHORITY
BINNEY LANE TAX DISTRICT
BOGUS HILL TAX DISTRICT
BROOKFIELD HOUSING AUTHORITY
CANDLEWOOD HILLS TAX DISTRICT
CANDLEWOOD ISLE TAX DISTRICT
CANDLEWOOD KNOLLS TAX DISTRICT
CANDLEWOOD POINT HOMEOWNERS TAX DISTRICT
CANDLEWOOD SHORES TAX DISTRICT
CANDLEWOOD SPRINGS TAX DISTRICT
CANDLEWOOD TAX DISTRICT
CHIMNEY COVE TAX DISTRICT
COBBLERS GREEN ASSOCIATION/TAX DISTRICT
COMMON TAX DISTRICT
COUNTRY ROAD & COUNTRY LANE TAX DISTRICT
CROOKED MILE TAX DISTRICT
Special District
98 Active
98
Organizations
BETHEL TOWN SCHOOLS
BROOKFIELD TOWN SCHOOLS
DANBURY PUBLIC SCHOOLS
DARIEN TOWN SCHOOLS
GREENWICH TOWN SCHOOLS
NEW CANAAN TOWN SCHOOLS
NEW FAIRFIELD PUBLIC SCHOOLS
NEW MILFORD TOWN SCHOOLS
NEWTOWN TOWN SCHOOLS
NORWALK CITY SCHOOLS
REDDING TOWN SCHOOLS
RIDGEFIELD PUBLIC SCHOOLS
SHERMAN BOARD OF EDUCATION
STAMFORD CITY SCHOOLS
WESTON PUBLIC SCHOOLS
WESTPORT TOWN SCHOOLS
WILTON TOWN SCHS
BETHEL TOWN SCHOOLS
BROOKFIELD TOWN SCHOOLS
DANBURY PUBLIC SCHOOLS
DARIEN TOWN SCHOOLS
GREENWICH TOWN SCHOOLS
NEW CANAAN TOWN SCHOOLS
NEW FAIRFIELD PUBLIC SCHOOLS
NEW MILFORD TOWN SCHOOLS
NEWTOWN TOWN SCHOOLS
NORWALK CITY SCHOOLS
REDDING TOWN SCHOOLS
RIDGEFIELD PUBLIC SCHOOLS
SHERMAN BOARD OF EDUCATION
STAMFORD CITY SCHOOLS
WESTON PUBLIC SCHOOLS
WESTPORT TOWN SCHOOLS
WILTON TOWN SCHS
BETHEL TOWN SCHOOLS
BROOKFIELD TOWN SCHOOLS
DANBURY PUBLIC SCHOOLS
DARIEN TOWN SCHOOLS
GREENWICH TOWN SCHOOLS
NEW CANAAN TOWN SCHOOLS
NEW FAIRFIELD PUBLIC SCHOOLS
NEW MILFORD TOWN SCHOOLS
NEWTOWN TOWN SCHOOLS
NORWALK CITY SCHOOLS
REDDING TOWN SCHOOLS
RIDGEFIELD PUBLIC SCHOOLS
SHERMAN BOARD OF EDUCATION
STAMFORD CITY SCHOOLS
WESTON PUBLIC SCHOOLS
WESTPORT TOWN SCHOOLS
WILTON TOWN SCHS
School District
17 Active
17
Organizations
1768 FOUNDATION
1974 WIHS 50 REUNION INC
AAIB INC
ABBA'S AMBASSADORS INC
A Better Chance in Ridgefield Inc
A BETTER CHANCE OF WILTON INC
ABILIS COMMUNITY FOUNDATION INC
ABILIS INC
ABILITY DREAM INC
ACCESSCIRCLES INC
ACCESS HEALTH INTERNATIONAL INC
A & C De Coster Foundation
ACTING COMPANY OF GREENWICH INC
ACT OF CONNECTICUT
ADOPT-A-DOG INC
ADVANCING EXCELLENCE IN LONG TERM CARE COLLABORATIVE INC
ADVENTURES IN ASTRONOMY INC
AE FAMILY FOUNDATION
A F A N POZA VERDE LTD
AFFORDABLE HOUSING OF RIDGEFIELD RHA INC
1768 FOUNDATION
1974 WIHS 50 REUNION INC
AAIB INC
ABBA'S AMBASSADORS INC
A Better Chance in Ridgefield Inc
A BETTER CHANCE OF WILTON INC
ABILIS COMMUNITY FOUNDATION INC
ABILIS INC
ABILITY DREAM INC
ACCESSCIRCLES INC
ACCESS HEALTH INTERNATIONAL INC
A & C De Coster Foundation
ACTING COMPANY OF GREENWICH INC
ACT OF CONNECTICUT
ADOPT-A-DOG INC
ADVANCING EXCELLENCE IN LONG TERM CARE COLLABORATIVE INC
ADVENTURES IN ASTRONOMY INC
AE FAMILY FOUNDATION
A F A N POZA VERDE LTD
AFFORDABLE HOUSING OF RIDGEFIELD RHA INC
1768 FOUNDATION
1974 WIHS 50 REUNION INC
AAIB INC
ABBA'S AMBASSADORS INC
A Better Chance in Ridgefield Inc
A BETTER CHANCE OF WILTON INC
ABILIS COMMUNITY FOUNDATION INC
ABILIS INC
ABILITY DREAM INC
ACCESSCIRCLES INC
ACCESS HEALTH INTERNATIONAL INC
A & C De Coster Foundation
ACTING COMPANY OF GREENWICH INC
ACT OF CONNECTICUT
ADOPT-A-DOG INC
ADVANCING EXCELLENCE IN LONG TERM CARE COLLABORATIVE INC
ADVENTURES IN ASTRONOMY INC
AE FAMILY FOUNDATION
A F A N POZA VERDE LTD
AFFORDABLE HOUSING OF RIDGEFIELD RHA INC
Nonprofit Organization
1676 Active
1676
Organizations
Community Partners129 organizations
BOROUGH OF NEWTOWN
Municipal Government·NEWTOWN
TOWN OF NEW FAIRFIELD
Municipal Government·NEW FAIRFIELD
TOWN OF RIDGEFIELD-AMBULANCE
Municipal Government·RIDGEFIELD
TOWN OF WILTON
Municipal Government·WILTON
289 NEW NORWALK ROAD TAX DISTRICT
Special District·NEW CANAAN
ALLWOOD TAX DISTRICT
Special District·DARIEN
BELLE HAVEN TAX DISTRICT
Special District·GREENWICH
BETHEL HOUSING AUTHORITY
Special District·BETHEL
BINNEY LANE TAX DISTRICT
Special District·OLD GREENWICH
BOGUS HILL TAX DISTRICT
Special District·NEW FAIRFIELD
BROOKFIELD HOUSING AUTHORITY
Special District·BROOKFIELD
CANDLEWOOD HILLS TAX DISTRICT
Special District·NEW FAIRFIELD
CANDLEWOOD KNOLLS TAX DISTRICT
Special District·NEW FAIRFIELD
CANDLEWOOD SPRINGS TAX DISTRICT
Special District·NEW MILFORD
CANDLEWOOD TAX DISTRICT
Special District·SHERMAN
CHIMNEY COVE TAX DISTRICT
Special District·GREENWICH
COBBLERS GREEN ASSOCIATION/TAX DISTRICT
Special District·DARIEN
COMMON TAX DISTRICT
Special District·STAMFORD
COUNTRY ROAD & COUNTRY LANE TAX DISTRICT
Special District·WESTPORT
CROOKED MILE TAX DISTRICT
Special District·DARIEN
DARBROOK RD & LANTERN HILL RD TAX DISTRICT
Special District·WESTPORT
DEER PARK TAX DISTRICT
Special District·GREENWICH
DELAFIELD ISLAND TAX DISTRICT
Special District·DARIEN
DUBLIN HILL TAX DISTRICT
Special District·HADDAM
ELMWOOD ROAD SPECIAL TAX DISTRICT
Special District·WESTPORT
FIELD POINT PARK DISTRICT
Special District·TRUMBULL
GATE FIELD-HEDGEROW TAX DISTRICT
Special District·GREENWICH
GAYLORDSVILLE FIRE DEPT
Special District·GAYLORDSVILLE
GEORGETOWN FIRE DISTRICT
Special District·GEORGETOWN
GREATER STAMFORD TRANSIT DISTRICT
Special District·STAMFORD
GREENWICH HILLS TAX DISTRICT
Special District·GREENWICH
HARBOR POINT INFRASTRUCTURE IMPROVEMENT DISTRICT
Special District·STAMFORD
HARBOR POINT TAX DISTRICT
Special District·RIVERSIDE
HARVEST COMMONS TAX DISTRICT
Special District·WESTPORT
HICKORY DRIVE SPECIAL TAX DISTRICT
Special District·WESTPORT
HICKORY HILLS TAX DISTRICT
Special District·BROOKFIELD
HIGH GATE RD SPECIAL TAX DISTRICT
Special District·WESTPORT
HILLCREST PARK TAX DISTRICT
Special District·OLD GREENWICH
HILLVIEW DRIVE ASSOCIATION/TAX DISTRICT
Special District·NEW FAIRFIELD
INDIAN HARBOR DISTRICT
Special District·GREENWICH
INGLENOOK DEVELOPMENT TAX DISTRICT
Special District·NEW FAIRFIELD
JOYCE HILL TAX DISTRICT
Special District·NEW FAIRFIELD
JUNIPER RIDGE TAX DISTRICT
Special District·DANBURY
KEYSER/HORSE SHOE/PONDSIDE SPECIAL TAX DISTRICT
Special District·WESTPORT
KHAKUM WOOD TAX DISTRICT
Special District·GREENWICH
WILTON TOWN SCHS
School District·WILTON
1768 FOUNDATION
Nonprofit Organization·Weston
1974 WIHS 50 REUNION INC
Nonprofit Organization·Greenwich
AAIB INC
Nonprofit Organization·GREENWICH
ABBA'S AMBASSADORS INC
Nonprofit Organization·RIDGEFIELD
A Better Chance in Ridgefield Inc
Nonprofit Organization·Ridgefield
A BETTER CHANCE OF WILTON INC
Nonprofit Organization·WILTON
ABILIS COMMUNITY FOUNDATION INC
Nonprofit Organization·GREENWICH
ABILIS INC
Nonprofit Organization·GREENWICH
ABILITY DREAM INC
Nonprofit Organization·GREENWICH
ACCESSCIRCLES INC
Nonprofit Organization·GREENWICH
ACCESS HEALTH INTERNATIONAL INC
Nonprofit Organization·RIDGEFIELD
A & C De Coster Foundation
Nonprofit Organization·Greenwich
ACTING COMPANY OF GREENWICH INC
Nonprofit Organization·Greenwich
ACT OF CONNECTICUT
Nonprofit Organization·RIDGEFIELD
ADOPT-A-DOG INC
Nonprofit Organization·GREENWICH
ADVANCING EXCELLENCE IN LONG TERM CARE COLLABORATIVE INC
Nonprofit Organization·Georgetown
ADVENTURES IN ASTRONOMY INC
Nonprofit Organization·Greenwich
AE FAMILY FOUNDATION
Nonprofit Organization·GREENWICH
A F A N POZA VERDE LTD
Nonprofit Organization·Ridgefield
AFFORDABLE HOUSING OF RIDGEFIELD RHA INC
Nonprofit Organization·RIDGEFIELD
AFRIBUK SOCIETY INC
Nonprofit Organization·Wilton
AHLAN-NY
Nonprofit Organization·GREENWICH
AIDA-US CHAPTER INC
Nonprofit Organization·Greenwich
AIDS ALLIANCE OF GREENWICH
Nonprofit Organization·Greenwich
AIR CONSERVATION TRUST INC
Nonprofit Organization·Greenwich
Albanian Theatre In America Inc
Nonprofit Organization·Ridgefield
ALDRICH CONTEMPORARY ART MUSEUM
Nonprofit Organization·RIDGEFIELD
ALEXANDER HOST FOUNDATION
Nonprofit Organization·GREENWICH
ALIGNED ALLIANCE INC
Nonprofit Organization·GREENWICH
ALL CULTURES TABLE CO
Nonprofit Organization·Greenwich
ALLEN MUSEUM OF ART
Nonprofit Organization·GREENWICH
ALLEN RESEARCH ENDOWMENT INC
Nonprofit Organization·GREENWICH
ALLIANCE FRANCAISE OF GREENWICH INC
Nonprofit Organization·GREENWICH
ALL KIDS MOVING FORWARD INC
Nonprofit Organization·WILTON
ALMIRA FAMILY FOUNDATION
Nonprofit Organization·RIDGEFIELD
ALPHA OMEGA CHARITABLE FOUNDATION
Nonprofit Organization·GREENWICH
ALUMNI ASSOCIATION OF PSI CHAPTER OF PSI UPSILON INC
Nonprofit Organization·Greenwich
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Greenwich
AMERICAN ASSOCIATION OF THE ORDER OF
Nonprofit Organization·RIDGEFIELD
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Ridgefield
AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES
Nonprofit Organization·GREENWICH
AMERICAN CONTRACT BRIDGE LEAGUE UNIT 126 INC
Nonprofit Organization·Greenwich
AMERICAN ELECTROPLATERS & SURFACE FINISHERS SOCIETY INC
Nonprofit Organization·Wilton
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·New Fairfield
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Weston
AMERICAN FENCING ALLIANCE CORP
Nonprofit Organization·Cos Cob
AMERICAN FRIENDS OF THE ARCHBISHOP OF
Nonprofit Organization·GREENWICH
AMERICAN HARP SOCIETY
Nonprofit Organization·Wilton
AMERICAN HINDU RCO INC
Nonprofit Organization·WILTON
AMERICAN HOT ROD FOUNDATION INC
Nonprofit Organization·GREENWICH