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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Greenhouse Wealth Management LLC
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|---|---|
| CRD # | 283763 |
| SEC # | 801-114887 |
| CIK # | 0001843566 |
| AUM | $261.2 M (2025-01-17) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 203-561-5002 |
| Address | 8 Wright Street Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.9 | ||
| Alphabet Inc | 1.8 | ||
| iShares Comex Gold Trust | 1.6 | ||
| Apple Inc | 1.3 | ||
| Alphabet Inc | 0.8 | ||
| Amazon Com Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.8 |
| (b) Individuals (high net worth individuals) | 65 | 259.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 302 | 261.2 |
| By Discretionary | ||
| Discretionary | 290 | 237.9 |
| Non-Discretionary | 12 | 23.2 |
| Total | 302 | 261.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.2 | |
| Total | 302 | 261.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843566] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beacon Wealthcare LLC
✚
|
NC | 0.3 |
|
Bonner & Smith LLC
✚
|
TX | 0.3 |
|
Treiberg Wealth Management Inc
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|
AZ | 0.3 |
|
Enright Mollin Cascio & Ramusevic Inc
✚
|
NY | 0.3 |
|
Tiller Partners LLC
✚
|
CA | 0.3 |
|
Dominion Portfolio Management Inc
✚
|
TX | 0.3 |
|
McAllister Capital Management Corporation
✚
|
MS | 0.3 |
|
Shaker Financial Services LLC
✚
|
MD | 0.3 |
|
NVNG Investments Inc
✚
|
MI | 0.3 |
|
Lynch Asset Management Inc
✚
|
0.3 |