# Greenhouse Wealth Management

Greenhouse Wealth Management is a RIA based in Westport, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Westport, United States
- **Region:** North America
- **Address:** Westport, CT, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** greenhousewealth.com
- **LinkedIn:** https://www.linkedin.com/company/greenhouse-wealth-management

## Regulatory record

- **CRD number:** 283763
- **SEC file number:** 801-114887
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-17T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283763

## About

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.

## Related profiles

- [Greenhill & Co.](https://altss.com/profile/greenhill-co)
- [Greenleaf Advisors](https://altss.com/profile/greenleaf-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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