GREENHOUSE WEALTH MANAGEMENT, LLC
CRD #283763 SEC #801-114887 WESTPORT, CT 203-561-5002
SEC Registered
Total AUM
$261.2M
Discretionary
$237.9M
Employees
2
Clients
26
Accounts
302
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $261.2M | $237.9M | $23.2M | 2 | 0 |
| Feb 2024 | $219.9M | $199.7M | $20.3M | 2 | 0 |
| Feb 2023 | $182.9M | $165.5M | $17.4M | 2 | 0 |
| Jan 2022 | $214.7M | $193.6M | $21M | 2 | 0 |
| Jan 2021 | $194.4M | $163.6M | $30.8M | 2 | 0 |
| Jun 2020 | $165.6M | $140.5M | $25.1M | 2 | 0 |
| May 2020 | $165.6M | $140.5M | $25.1M | 2 | 0 |
| Apr 2020 | $165.6M | $140.5M | $25.1M | 2 | 0 |
| Mar 2020 | $165.6M | $140.5M | $25.1M | 2 | 0 |
| Mar 2019 | $125.7M | $70.4M | $55.3M | 2 | 0 |
| Feb 2019 | $125.7M | $70.4M | $55.3M | 2 | 0 |
| Feb 2019 | $125.7M | $70.4M | $55.3M | 2 | 0 |
DateJan 2025
Total AUM$261.2M
Discretionary$237.9M
Non-Disc.$23.2M
Employees2
Clients0
DateFeb 2024
Total AUM$219.9M
Discretionary$199.7M
Non-Disc.$20.3M
Employees2
Clients0
DateFeb 2023
Total AUM$182.9M
Discretionary$165.5M
Non-Disc.$17.4M
Employees2
Clients0
DateJan 2022
Total AUM$214.7M
Discretionary$193.6M
Non-Disc.$21M
Employees2
Clients0
DateJan 2021
Total AUM$194.4M
Discretionary$163.6M
Non-Disc.$30.8M
Employees2
Clients0
DateJun 2020
Total AUM$165.6M
Discretionary$140.5M
Non-Disc.$25.1M
Employees2
Clients0
DateMay 2020
Total AUM$165.6M
Discretionary$140.5M
Non-Disc.$25.1M
Employees2
Clients0
DateApr 2020
Total AUM$165.6M
Discretionary$140.5M
Non-Disc.$25.1M
Employees2
Clients0
DateMar 2020
Total AUM$165.6M
Discretionary$140.5M
Non-Disc.$25.1M
Employees2
Clients0
DateMar 2019
Total AUM$125.7M
Discretionary$70.4M
Non-Disc.$55.3M
Employees2
Clients0
DateFeb 2019
Total AUM$125.7M
Discretionary$70.4M
Non-Disc.$55.3M
Employees2
Clients0
DateFeb 2019
Total AUM$125.7M
Discretionary$70.4M
Non-Disc.$55.3M
Employees2
Clients0