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. 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. 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.