# Charles Tricomi

> Charles Tricomi is a fee-only financial advisor at Greenwich Wealth Management in Greenwich, Connecticut, who holds the CFP and CFA credentials. Charles focuses on family wealth transfer. Greenwich Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-tricomi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Greenwich Wealth Management
- **Based in:** Greenwich, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $3.52B across 625 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6191034 (https://adviserinfo.sec.gov/individual/summary/6191034)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 65 (2021)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.greenwichwealth.com

## Frequently asked questions

### Is Charles Tricomi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Greenwich Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, Greenwich Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Charles Tricomi based?

Charles Tricomi is based in Greenwich, Connecticut.

### What does Charles specialize in?

Charles's specialties include family wealth transfer. Charles works with multi-generational families.

### What credentials does Charles Tricomi hold?

Charles Tricomi holds the CFP and CFA credentials.

### Is Charles Tricomi registered with the SEC?

Yes. Charles Tricomi is registered as an investment adviser representative in CT (CRD 6191034), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Greenwich Wealth Management manage?

Greenwich Wealth Management reports $3.52B across 625 accounts in assets under management.

### How do I contact Charles Tricomi?

Through Charles's website, www.greenwichwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6191034): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.greenwichwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.