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| Greenhouse Wealth Management LLC
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| |
|---|---|
| CRD # | 283763 |
| SEC # | 801-114887 |
| CIK # | 0001843566 |
| AUM | $219.9 MM (2024-02-02) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 203-561-5002 |
| Address | 8 Wright Street Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOGL | 1,475,138.5 | 1.9 | |
| MSFT | 1,918,222.4 | 1.7 | |
| AAPL | 2,382,844.0 | 1.3 | |
| IAU | 1.1 | ||
| GOOG | 1,482,566.4 | 0.8 | |
| LLY | 301,789.7 | 0.7 | |
| AMZN | 1,092,997.8 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 5.7 |
| (b) Individuals (high net worth individuals) | 59 | 214.3 |
| (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 | 306 | 219.9 |
| By Discretionary | ||
| Discretionary | 292 | 199.7 |
| Non-Discretionary | 14 | 20.3 |
| Total | 306 | 219.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.9 | |
| Total | 306 | 219.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001843566] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BCP Advisors LLC
✚
|
FL | 0.2 |
|
RPC Private Wealth LLC
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|
IL | 0.2 |
|
New England Financial Planning Group LLC
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|
MA | 0.2 |
|
Liberty Private Client LLC
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|
FL | 0.2 |
|
Spreng Capital Management Inc
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|
OH | 0.2 |
|
Ransom Advisory Ltd
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|
RI | 0.2 |
|
Comprehensive Financial Planning Corporation
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|
VA | 0.2 |
|
WYZE Wealth Advisors LLC
✚
|
PA | 0.2 |
|
The Yanker Group Inc
✚
|
MO | 0.2 |
|
Fourth Dimension Wealth LLC
✚
|
OH | 0.2 |