Charles Tricomi
Greenwich Wealth Management · Greenwich, Connecticut
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Greenwich Wealth Management |
|---|---|
| Based in | Greenwich, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.52B across 625 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CT · CRD 6191034 |
| Exams passed | Series 65 (2021) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.greenwichwealth.com |
How Charles's firm compares
- Greenwich Wealth Management's average account is about $5.6 million, from its Form ADV (assets managed divided by 625 accounts).
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Questions about Charles
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Greenwich Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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