GREENWICH WEALTH MANAGEMENT, LLC

45 East Putnam Avenue
Suite 128
Greenwich, Connecticut 06830
Tel: 203-618-0100

About GREENWICH WEALTH MANAGEMENT, LLC

GREENWICH WEALTH MANAGEMENT, LLC, formally registered with the SEC as GREENWICH WEALTH MANAGEMENT, LLC. The firm was established in 03/20/2008. They have over 3 offices throughout the country.

GREENWICH WEALTH MANAGEMENT, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $2,186,775,212 assets under management, offering retirement planning & investment advisory services to 393 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142820
SEC#	801-68897
Assets Managed by Firm	$2,186,775,212
No. of Clients	393
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Other (GWM HAS EXECUTED A PORTFOLIO MANAGER LICENSING AGREEMENT WITH COVESTOR LIMITED. COVESTOR LIMITED (DOING BUSINESS AS INTERACTIVE)

Firm Client Information

	No. of Clients	AUM
Firm Total	393	$2,186,775,212
Individuals (other than high net worth individuals)	52	$6,854,141
High net worth individuals	316	$1,156,902,268
Pension and profit sharing plans	5	$7,849,895
Charitable organizations	9	$70,389,620
Corporations or other businesses	11	$944,779,288

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