Greenwich Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwich, CT. Its latest Form ADV filing, dated March 25, 2026, reports $3.5B in regulatory assets under management, 13 employees, 2 offices, and 625 accounts.
Assets Under Management
$3.5B
Employees
13
Offices
2 offices
Total Clients
625
Primary office
GREENWICH, CT
45 EAST PUTNAM AVENUE, SUITE 128, GREENWICH, CT, United States
Top client segmentHNWI represent 78.6% of total clients.
Top client categories% of clientsClients
1
HNWI
78.6%
491
2
Individuals
15.7%
98
3
Corporations
3.2%
20
4
Charitable
1.6%
10
5
Pension Plans
1.0%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Bas of March 25, 2026
Discretionary82.0%
$2.9B
82% of total RAUM82.0%
Non-discretionary18.0%
$634M
18% of total RAUM18.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.5B
Total Accounts625
10Y AUM Change+$1.7B (+91.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee48:1
10Y Employee Change+7 (+116.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.