Greenhouse Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$288,579,995
Clients
71
94% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
71
HighAverage account size
$4,064,507
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
Financial planning
Portfolio management
Expertise
Wealth management
College savings (529s, UTMA, etc.)
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 location
Greenhouse Wealth Management, LLC
8 Wright Street, Suite 107
Westport CT 06880, United States
Number of offices
1
Most active in
Greenhouse Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")