Investment adviser · CRD 142820

GREENWICH WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

GREENWICH WEALTH MANAGEMENT LLC

GREENWICH, CT, United States · Form ADV filed Jul 28, 2026

Regulatory AUM
$3.52B
Form ADV · Item 5.F
Client accounts
625
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
11
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals491$2,231,818,11163.4%
Corporations & businesses20$1,162,036,76633.0%
Charities10$73,282,5902.1%
Retirement plans6$35,459,1931.0%
Individuals98$16,016,2380.5%
Filing source

Form ADV 2122393 · Jul 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LEVERAGED OPTIONS STRATEGY, LLCHedge Fund · Last reported Dec 21, 2017$47.4KGross asset value

Form D fundraising filings

Leveraged Options Strategy, LLC

Auditor BERKOW, SCHECHTER & COMPANY LLP STAMFORD, Connecticut, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BERKOW, SCHECHTER & COMPANY LLP
PCAOB 4040

INTERACTIVE BROKERS LLC
SEC 8-47257

Fund details & source
Fund ID
805-1427645955
Reported beneficial owners
10
Minimum commitment
$125K
Form D file number
021-272925

Form ADV 1159236 · Dec 21, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 28, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

45 EAST PUTNAM AVENUE, SUITE 128
GREENWICH, CT, 06830, United States

CRD 142820

Filing source

Form ADV 2122393 · Jul 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.