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Greenwich Wealth Management, LLC

Headquartered in GREENWICH, CT

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Firm Information

Greenwich Wealth Management, LLC is an investment advisor registered with the SEC. Located in Greenwich, CT, the firm has 8 investment advisor representatives and manages approximately $2.19 billion in assets for individuals, corporations, charitable organizations, pension plans, and other pooled investment vehicles. They provide financial planning, portfolio management, and pension consulting services. The firm has executed a portfolio manager licensing agreement with Covestor Limited, doing business as Interactive Brokers, to provide access to its portfolio management platform.

Greenwich Wealth Management, LLC

45 EAST PUTNAM AVENUE

GREENWICH, CT 06830

$2.19B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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gwm has executed a portfolio manager licensing agreement with covestor limited. covestor limited (doing business as interactive

Gwm has executed a portfolio manager licensing agreement with covestor limited. covestor limited (doing business as interactive

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

GREENWICH WEALTH MANAGEMENT, LLC has a total of 3 branch locations across the country.
location

Wayland, MA

location

GREENWICH, CT

location

West Palm Beach, FL

Advisors at Greenwich Wealth Management, LLC

View All 8 Advisors
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Harry Edward Figgie

RA

GREENWICH, CT

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Jackson Henry Kleinert

RA

GREENWICH, CT

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Christopher Jefferson allen Parker

RA

Riverside, CT

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Harriet Madoff Parker

RA

Greenwich, CT

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Unclaimed
Michael James Freeburg

RA

West Palm Beach, FL

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Daniel Jerry Sullivan

RA

GREENWICH, CT

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Robert Smith Longsworth

RA

GREENWICH, CT

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Unclaimed
Paul J Lynch

CFA®, RA

GREENWICH, CT

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Disclosures

There are no public disclosures for Greenwich Wealth Management, LLC.

Frequently Asked Questions (6)

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