Greenhouse Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greenhouse serves individual and high-net-worth clients, as well as trusts and estates, offering wealth management that combines discretionary and non‑discretionary investment management with financial planning. The firm provides customized portfolio construction using low‑cost mutual funds and ETFs, sometimes supplemented by individual stocks or bonds, and offers guidance on retirement account rollovers and plan distributions.
The firm’s investment approach is primarily long‑term and fiduciary‑oriented, using fundamental, technical, and cyclical analysis to set strategic asset allocations and to monitor portfolios for rebalancing or tactical adjustments. Portfolios are tailored to each client’s goals, time horizon, and risk tolerance, and accounts are reviewed on a regular basis with clients able to impose reasonable investment restrictions.
Compared to peers, Greenhouse manages an unusually large level of assets relative to its advisor count and participates in an institutional custodial platform that provides technology and operational support more common at larger firms. The firm also provides standalone financial planning engagements, discloses a written Code of Ethics to address personal trading, does not participate in soft‑dollar programs, and generally leaves proxy‑voting decisions to clients.
Client services
Expertise
Fee options
Financial planning fixed fee ranging from $5,000 to $15,000, negotiable
$0 - $1,500,000: 1.00% annually $1,500,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually
Fee-only: Financial planning fixed fee ranging from $5,000 to $15,000, negotiable
Main office
8 Wright Street, Suite 107
Westport CT 06880
Advisors at this office
1
Most active in
Connecticut
Also doing business as
Greenhouse Wealth Management · Greenhouse Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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