Greenhouse Wealth Management

Greenhouse Wealth Management

Greenhouse Wealth Management was established in Westport, Connecticut, in 2016 as a registered investment adviser. The firm structures its services around long-term capital preservation and intergenerational transfer, advising individuals, high-net-worth families, trusts, and estates. Its wealth-origin base is not publicly disclosed, though its Westport location and trust-and-estate emphasis suggest a clientele rooted in Connecticut and New York private wealth. The firm's advisory mandate spans asset allocation, portfolio construction, and ongoing investment management, with an emphasis on publicly traded securities and fixed-income instruments. Greenhouse does not market direct private-market capabilities, nor does it publish a discrete allocation to venture capital, private equity, or real assets. Its regulatory filing footprint indicates a predominantly public-markets orientation, with client portfolios constructed from individual equities, bonds, and mutual funds rather than commingled proprietary vehicles. Greenhouse Wealth Management does not disclose total assets under management or a team headcount. The firm maintains a single office in Westport and has not announced an adjacent family foundation, operating company, or co-investment club structure. In November 2024, the firm filed its most recent Form ADV amendment, confirming continued SEC registration as a state-registered adviser with no disciplinary disclosures. Greenhouse distinguishes itself through its legal structure as an adviser to trusts and estates — a posture that embeds fiduciary obligations into every client relationship. Unlike a multi-family office that markets deal-by-deal co-investment access, Greenhouse functions as a steady-state allocator for families who value discretion and a Westport-based relationship manager over institutional-brand affiliation.