RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 17, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CALLAS, RYAN, WIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CALLAS, RYAN, WIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CALLAS, RYAN, WIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CALLAS, RYAN, WIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CALLAS, RYAN, WIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CALLAS, RYAN, WIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CALLAS, RYAN, WIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CALLAS, RYAN, WIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CALLAS, RYAN, WIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CALLAS, RYAN, WIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CALLAS, RYAN, WIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CALLAS, RYAN, WIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jan 17, 2025 REGISTERED

Notice Filings (1)

CT

Address

8 WRIGHT STREET
SUITE 107
WESTPORT, CT 06880
United States
Phone: 203-561-5002