A complete list of active advisors currently associated with Greenwich Wealth Management, LLC
Warmer can help you find a great advisor at Greenwich Wealth Management, LLC or one who fits your needs even better.
Greenwich Wealth Management provides investment supervisory services and financial planning primarily to high‑net‑worth individuals, families, trusts, estates, endowments, charitable organizations, corporations and defined benefit/contribution plans. The firm also offers third‑party manager selection, a wrap fee asset management program, and ERISA 3(21) retirement plan advisory services. GWM typically manages accounts on a discretionary basis and tailors portfolios to client goals and risk tolerance using fundamental, technical and macroeconomic analysis, with implementation across ETFs, mutual funds, SMAs, sub‑advisors and alternative instruments. Portfolios are overseen on an ongoing basis with periodic reviews (at least quarterly) and the firm commonly accesses independent managers through institutional platforms such as the Schwab marketplace; it maintains a $1,000,000 account guideline for standard portfolio management relationships. What distinguishes GWM from many peers is its role in licensed replication and pooled‑product arrangements: the firm has a portfolio manager licensing agreement with an unaffiliated registered adviser that replicates a GWM trading strategy into a client‑facing portfolio, and GWM receives ongoing data‑licensing royalties in connection with that arrangement. The firm also engages in limited proprietary trading in prediction market contracts for research and risk‑analysis purposes, and it routinely recommends custodial platforms such as Interactive Brokers while disclosing and mitigating related operational relationships.
To learn more about the advisors currently working at Greenwich Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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