GREENHOUSE WEALTH MANAGEMENT, LLC
Adviser information for GREENHOUSE WEALTH MANAGEMENT, LLC last updated from Form ADV on February 2nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Connecticut, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 292 | $199.7M |
Non-Discretionary | 14 | $20.3M |
Total | 306 | $219.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 13 | $5.7M |
HNW Individuals | 59 | $214.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUMFixed fees |
Principal Office
8 WRIGHT STREETSUITE 107
WESTPORT
CT
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 203-561-5002, Fax: None
Chief Compliance Officer
RYAN W. CALLAS
PRESIDENT
8 WRIGHT STREET
SUITE 107
WESTPORT
CT
United States
Tel:
(203) 561-5002
R***@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CALLAS, RYAN, W | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 04/2016 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC | CAP STK CL A | 2M | 10K | – |
ALPHABET INC | CAP STK CL C | 837K | 5K | – |
ALTRIA GROUP INC | COM | 227K | 5K | – |
AMAZON COM INC | COM | 668K | 3K | – |
APPLE INC | COM | 1M | 6K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 838K | 2K | – |
CISCO SYS INC | COM | 292K | 6K | – |
COSTCO WHSL CORP NEW | COM | 424K | 499 | – |
DISNEY WALT CO | COM | 313K | 3K | – |
ELI LILLY & CO | COM | 719K | 794 | – |
ESS TECH INC | *W EXP 10/08/202 | 3K | 50K | – |
EXXON MOBIL CORP | COM | 206K | 2K | – |
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 569K | 8K | – |
FORD MTR CO DEL | COM | 316K | 25K | – |
GENERAL MTRS CO | COM | 308K | 7K | – |
INVESCO EXCH TRADED FD TR II | SOLAR ETF | 276K | 7K | – |
INVESCO QQQ TR | UNIT SER 1 | 6M | 12K | – |
ISHARES BITCOIN TR | SHS | 250K | 7K | – |
ISHARES GOLD TR | ISHARES NEW | 1M | 25K | – |
ISHARES TR | RUS 1000 GRW ETF | 813K | 2K | – |
ISHARES TR | CORE S&P SCP ETF | 788K | 7K | – |
ISHARES TR | CORE S&P TTL STK | 942K | 8K | – |
ISHARES TR | RUS MID CAP ETF | 581K | 7K | – |
ISHARES TR | S&P 500 VAL ETF | 303K | 2K | – |
ISHARES TR | CORE S&P500 ETF | 10M | 19K | – |
ISHARES TR | CORE S&P US VLU | 237K | 3K | – |
ISHARES TR | RUSSELL 3000 ETF | 405K | 1K | – |
ISHARES TR | CORE S&P MCP ETF | 406K | 7K | – |
ISHARES TR | RUS 1000 ETF | 331K | 1K | – |
ISHARES TR | RUS 1000 VAL ETF | 250K | 1K | – |
LOCKHEED MARTIN CORP | COM | 479K | 1K | – |
MICROSOFT CORP | COM | 2M | 4K | – |
MONDELEZ INTL INC | CL A | 226K | 3K | – |
NORFOLK SOUTHN CORP | COM | 580K | 3K | – |
ONTO INNOVATION INC | COM | 263K | 1K | – |
ORACLE CORP | COM | 329K | 2K | – |
REPUBLIC SVCS INC | COM | 418K | 2K | – |
RTX CORPORATION | COM | 253K | 3K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 1M | 29K | – |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 1M | 34K | – |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 760K | 10K | – |
SPDR S&P 500 ETF TR | TR UNIT | 51M | 94K | – |
SPDR SER TR | S&P DIVID ETF | 812K | 6K | – |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 226K | 3K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 4M | 16K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 5M | 23K | – |
VANGUARD INDEX FDS | MID CAP ETF | 959K | 4K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 9M | 18K | – |
VANGUARD INDEX FDS | SM CP VAL ETF | 3M | 17K | – |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 967K | 4K | – |
VANGUARD INDEX FDS | VALUE ETF | 13M | 78K | – |
VANGUARD INDEX FDS | GROWTH ETF | 2M | 5K | – |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1M | 20K | – |
VANGUARD STAR FDS | VG TL INTL STK F | 5M | 75K | – |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 818K | 7K | – |
VANGUARD WORLD FD | HEALTH CAR ETF | 288K | 1K | – |
VANGUARD WORLD FD | INF TECH ETF | 740K | 1K | – |