Firm
Greenwich Wealth Management
Greenwich, Connecticut
Fee-only
Greenwich Wealth Management at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 12 advisors are listed here; 3 of 12 hold the CFA.
- Its Form ADV reports 13 employees and 589 individual clients, 491 of them high net worth.
- Its average account is about $5.6 million (assets it manages divided by its 625 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Greenwich, Connecticut |
|---|---|
| Website | greenwichwealth.com |
| Phone | (203) 618-0100 |
Greenwich Wealth Management fees
Greenwich Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $3.5 billion |
| Individual clients | 98 |
| High-net-worth clients | 491 |
| Accounts managed | 625 |
| Employees | 13 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-68897) |
| Financial planning | Offered |
| Form ADV filed | July 28, 2026 |
| SEC record | CRD 142820 |