GREENWICH WEALTH MANAGEMENT LLC
Legal name: GREENWICH WEALTH MANAGEMENT, LLC
CRD #142820 SEC #801-68897 GREENWICH, CT 203-618-0100
SEC Registered
Total AUM
$2.7B
Discretionary
$2.3B
Employees
13
Clients
51
Accounts
495
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.7B | $2.3B | $390.9M | 13 | 0 |
| Mar 2024 | $2.2B | $1.9B | $238.2M | 11 | 0 |
| Jan 2024 | $2B | $1.8B | $251.3M | 11 | 0 |
| Dec 2023 | $2B | $1.8B | $251.3M | 11 | 0 |
| Oct 2023 | $2B | $1.8B | $251.3M | 11 | 0 |
| Sep 2023 | $2B | $1.8B | $251.3M | 11 | 0 |
| Apr 2023 | $2B | $1.8B | $251.3M | 11 | 0 |
| Mar 2023 | $2B | $1.8B | $251.3M | 11 | 0 |
| Mar 2022 | $2.5B | $2B | $449.8M | 11 | 0 |
| Mar 2021 | $2.2B | $1.6B | $584.2M | 8 | 302 |
| Dec 2020 | $1.4B | $1.4B | $0 | 9 | 287 |
| Jun 2020 | $1.4B | $1.4B | $0 | 9 | 287 |
| Mar 2020 | $1.4B | $1.4B | $0 | 9 | 287 |
| Dec 2019 | $1.4B | $1.4B | $0 | 6 | 233 |
| Mar 2019 | $1.4B | $1.4B | $0 | 6 | 233 |
| Mar 2018 | $1.1B | $1.1B | $0 | 7 | 226 |
| Dec 2017 | $1.1B | $1.1B | $47.4K | 4 | 219 |
| Dec 2017 | $1.1B | $1.1B | $47.4K | 4 | 219 |
| Sep 2017 | $1.8B | $1.8B | $0 | 6 | 100 |
| May 2017 | $1.8B | $1.8B | $0 | 6 | 100 |
| Apr 2017 | $1.8B | $1.8B | $0 | 6 | 100 |
| Mar 2017 | $1.8B | $1.8B | $0 | 6 | 100 |
| Dec 2016 | $771.3M | $771.3M | $0 | 6 | 100 |
| Dec 2016 | $771.3M | $771.3M | $0 | 6 | 100 |
| Sep 2016 | $771.3M | $771.3M | $0 | 6 | 100 |
| May 2016 | $771.3M | $771.3M | $0 | 6 | 100 |
| Apr 2016 | $771.3M | $771.3M | $0 | 6 | 100 |
| Mar 2016 | $771.3M | $771.3M | $0 | 6 | 100 |
| Mar 2016 | $1.6B | $1.6B | $0 | 6 | 100 |
| Feb 2016 | $1.6B | $1.6B | $0 | 6 | 100 |
| May 2015 | $1.6B | $1.6B | $0 | 6 | 100 |
| Mar 2015 | $1.6B | $1.6B | $0 | 6 | 100 |
| Dec 2014 | $1.7B | $1.7B | $0 | 6 | 100 |
| Mar 2014 | $1.7B | $1.7B | $0 | 6 | 100 |
| Mar 2014 | $1.7B | $1.7B | $0 | 6 | 100 |
| Dec 2013 | $1.4B | $1.4B | $0 | 6 | 100 |
| Dec 2013 | $1.4B | $1.4B | $0 | 6 | 100 |
| Dec 2013 | $1.4B | $1.4B | $0 | 6 | 100 |
| Jun 2013 | $1.4B | $1.4B | $0 | 6 | 100 |
| Mar 2013 | $1.4B | $1.4B | $0 | 6 | 100 |
| Jun 2012 | $1.2B | $1.2B | $0 | 1 | 115 |
| Apr 2012 | $1.2B | $1.2B | $0 | 1 | 115 |
| Mar 2012 | $1.2B | $1.2B | $0 | 1 | 115 |
| Jun 2011 | $1.1B | $1.1B | $0 | 5 | -- |
| Mar 2011 | $1.1B | $1.1B | $0 | 5 | -- |
| Dec 2010 | $626.1M | $616.1M | $10M | 5 | -- |
| Sep 2010 | $626.1M | $616.1M | $10M | 5 | -- |
| Aug 2010 | $626.1M | $616.1M | $10M | 5 | -- |
| Jan 2010 | $626.1M | $616.1M | $10M | 5 | -- |
| Apr 2009 | $362.8M | $352.8M | $10M | 5 | -- |
| Apr 2009 | $362.8M | $352.8M | $10M | 5 | -- |
| Jan 2009 | $867.5M | $850M | $17.5M | 5 | -- |
DateMar 2025
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$390.9M
Employees13
Clients0
DateMar 2024
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$238.2M
Employees11
Clients0
DateJan 2024
Total AUM$2B
Discretionary$1.8B
Non-Disc.$251.3M
Employees11
Clients0
DateDec 2023
Total AUM$2B
Discretionary$1.8B
Non-Disc.$251.3M
Employees11
Clients0
DateOct 2023
Total AUM$2B
Discretionary$1.8B
Non-Disc.$251.3M
Employees11
Clients0
DateSep 2023
Total AUM$2B
Discretionary$1.8B
Non-Disc.$251.3M
Employees11
Clients0
DateApr 2023
Total AUM$2B
Discretionary$1.8B
Non-Disc.$251.3M
Employees11
Clients0
DateMar 2023
Total AUM$2B
Discretionary$1.8B
Non-Disc.$251.3M
Employees11
Clients0
DateMar 2022
Total AUM$2.5B
Discretionary$2B
Non-Disc.$449.8M
Employees11
Clients0
DateMar 2021
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$584.2M
Employees8
Clients302
DateDec 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients287
DateJun 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients287
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients287
DateDec 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients233
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients233
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients226
DateDec 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$47.4K
Employees4
Clients219
DateDec 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$47.4K
Employees4
Clients219
DateSep 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees6
Clients100
DateMay 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees6
Clients100
DateApr 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees6
Clients100
DateMar 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees6
Clients100
DateDec 2016
Total AUM$771.3M
Discretionary$771.3M
Non-Disc.$0
Employees6
Clients100
DateDec 2016
Total AUM$771.3M
Discretionary$771.3M
Non-Disc.$0
Employees6
Clients100
DateSep 2016
Total AUM$771.3M
Discretionary$771.3M
Non-Disc.$0
Employees6
Clients100
DateMay 2016
Total AUM$771.3M
Discretionary$771.3M
Non-Disc.$0
Employees6
Clients100
DateApr 2016
Total AUM$771.3M
Discretionary$771.3M
Non-Disc.$0
Employees6
Clients100
DateMar 2016
Total AUM$771.3M
Discretionary$771.3M
Non-Disc.$0
Employees6
Clients100
DateMar 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees6
Clients100
DateFeb 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees6
Clients100
DateMay 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees6
Clients100
DateMar 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees6
Clients100
DateDec 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees6
Clients100
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees6
Clients100
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees6
Clients100
DateDec 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients100
DateDec 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients100
DateDec 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients100
DateJun 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients100
DateMar 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients100
DateJun 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees1
Clients115
DateApr 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees1
Clients115
DateMar 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees1
Clients115
DateJun 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$626.1M
Discretionary$616.1M
Non-Disc.$10M
Employees5
Clients--
DateSep 2010
Total AUM$626.1M
Discretionary$616.1M
Non-Disc.$10M
Employees5
Clients--
DateAug 2010
Total AUM$626.1M
Discretionary$616.1M
Non-Disc.$10M
Employees5
Clients--
DateJan 2010
Total AUM$626.1M
Discretionary$616.1M
Non-Disc.$10M
Employees5
Clients--
DateApr 2009
Total AUM$362.8M
Discretionary$352.8M
Non-Disc.$10M
Employees5
Clients--
DateApr 2009
Total AUM$362.8M
Discretionary$352.8M
Non-Disc.$10M
Employees5
Clients--
DateJan 2009
Total AUM$867.5M
Discretionary$850M
Non-Disc.$17.5M
Employees5
Clients--