Greenwich Wealth Management LLC
Greenwich Wealth Management LLC is an SEC-registered, privately owned, independent investment advisory firm headquartered in Greenwich, Connecticut. Founded as a boutique advisor, the firm customizes investment strategies for high net worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, and profit-sharing plans. Employing a team of 13 according to recent filings, GWM provides personalized attention and access to state-of-the-art investment technology and global market resources. The firm emphasizes innovative, client-specific wealth management solutions and does not promote internal investment products.
Investment Strategy
Greenwich Wealth Management LLC develops innovative, custom-tailored investment strategies designed in alignment with each client's risk tolerance and financial goals. The firm focuses on wealth preservation and enhancement for high net worth individuals, using sophisticated investment products and global electronic trading. GWM leverages relationships with major banks, brokers, and investment professionals to provide access to diverse investment opportunities. The firm charges clients a fee based on assets under management and maintains an emphasis on maintaining independence, flexibility, and client-first advice.
Top Holdings
Equity Positions (247)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBKR | INTERACTIVE BROKERS GROUP IN COM | 29.22% | $602.0M | 10,864,532 | $57.51 | $55.41 | +$154.0M |
N NVDA | NVIDIA CORP | 11.55% | $237.9M | 1,506,021 | $110.63 | $157.99 | +$188.6M |
S SPY | SPDR S&P 500 ETF TR TR | 6.53% | $134.5M | 217,701 | $251.83 | $617.85 | +$13.0M |
N NUE | NUCOR CORP | 5.98% | $123.1M | 950,630 | $129.54 | $129.54 | +$123.1M |
O ORCL | ORACLE CORP | 3.52% | $72.6M | 331,993 | $45.25 | $218.63 | +$26.2M |