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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.
Latest 13F Filing Activity
Greenwich Wealth Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 247 equity positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corp., Interactive Brokers Group in Com, Nucor Corp. among other positions. Greenwich Wealth Management LLC reduced exposure to Unitedhealth Group Inc., Apple Inc., Ishares TR 0-3 MNTH among others.
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 |
Industry Allocation
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