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GREENWICH ADVISORS, LLC

GREENWICH, CT · CRD 165892 · IAPD ↗ · greenwichadvisors.com · 203-489-0700

$293.2MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — GREENWICH ADVISORS, LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — GREENWICH ADVISORS, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2026 — GREENWICH ADVISORS, LLC reported RAUM up 80% ($162.8M -> $293.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2026 — GREENWICH ADVISORS, LLC notice-filed in AZ, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
August 2024 — GREENWICH ADVISORS, LLC (location n/a) is newly SEC-registered with $160.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.