Greenwich Wealth Management Review


Trust Score 97%
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Last updated: May 16th, 2019. Data source: SEC filings.

Greenwich Wealth Management, federally registered in 2008, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 6 advisors. Greenwich Wealth Management manages $1.4 billion and provides investment advisory services for 229 clients (1:39 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $5,912,697
Hybrid Advisor No
Disciplinary History No
Total AUM $1.4 billion
Advisor / Client Ratio 1:39
Headquarters Greenwich, CT
SEC Filings Forms and Brochures    (CRD # 142820)
State(s) Registered CT, FL, MD, MA, NY, PA, TX, VT


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