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GREENHOUSE WEALTH MANAGEMENT, LLC

WESTPORT, CT · CRD 283763 · IAPD ↗ · greenhousewealth.com · 203-561-5002

$288.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
March 2026 — GREENHOUSE WEALTH MANAGEMENT, LLC now reports custody of client assets ($35.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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