WESTPORT, CTCRD 283763Latest ADV February 17, 2026
Greenhouse Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westport, CT. Its latest Form ADV filing, dated February 17, 2026, reports $289M in regulatory assets under management, 2 employees, and 313 accounts.
Assets Under Management
$289M
Employees
2
Offices
--
Total Clients
71
Primary office
WESTPORT, CT
8 WRIGHT STREET, SUITE 107, WESTPORT, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 94.4% of total clients.
Top client categories% of clientsClients
1
HNWI
94.4%
67
2
Individuals
5.6%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$289Mas of February 17, 2026
Discretionary92.9%
$268M
93% of total RAUM92.9%
Non-discretionary7.1%
$21M
7% of total RAUM7.1%
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.
Total AUM$289M
Total Accounts313
10Y AUM Change+$163M (+129.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* 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.