Greenhouse Wealth Management provides financial planning, portfolio management for individuals and small businesses, and education planning. Financial planning was provided to 26–50 clients last fiscal year.
Greenhouse Wealth Management reports 71 clients. They include 67 high-net-worth individuals and 4 individual clients. Of its assets, 92.9% ($268M across 301 accounts) are managed with discretion; $20.5M across 12 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 6% | <1% |
| High-net-worth individuals | 94% | 99% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 4 | $1.57M | 0.5% | $392K |
| High-net-worth individuals | 67 | $287M | 99.5% | $4.28M |
| Total | 71 | $289M | 100% | $4.06M |
- Clients
- 4
- Regulatory AUM
- $1.57M
- AUM share
- 0.5%
- Avg. per client
- $392K
- Clients
- 67
- Regulatory AUM
- $287M
- AUM share
- 99.5%
- Avg. per client
- $4.28M
Total
- Clients
- 71
- Regulatory AUM
- $289M
- AUM share
- 100%
- Avg. per client
- $4.06M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Greenhouse Wealth Management charges 0.50%–1.00% a year for its Wealth Management. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone financial planning
- A fixed engagement fee of $5,000 to $15,000 for stand-alone financial planning, which may be negotiable.
Ryan Callas owns 75% or more of Greenhouse Wealth Management. The leadership team of Greenhouse Wealth Management includes President Ryan Callas. It has 2 employees, 1 of them in advisory roles.
Leadership
- Ryan CallasPresident and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Ryan W Callas
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Greenhouse Wealth Management, LLC
Ryan Callas
Control person · since April 2016
Greenhouse Wealth Management’s regulatory assets grew from $194M (January 2021) to $289M (February 2026); clients rose from 63 to 71 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $289M | 71 | 2 | 1 |
| January 2025 | $261M | 70 | 2 | 1 |
| February 2024 | $220M | 72 | 2 | 1 |
| February 2023 | $183M | 72 | 2 | 1 |
| January 2022 | $215M | 66 | 2 | 1 |
| January 2021 | $194M | 63 | 2 | 1 |
Besides its headquarters, Greenhouse Wealth Management has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 8 Wright Street, Suite 107, WestportHQ
Contact and registration details
- Legal name
- Greenhouse Wealth Management, LLC
- Headquarters
- 8 Wright Street, Suite 107, Westport, CT 06880
- Website
- greenhousewealth.com
- Phone
- 203-561-5002
- @greenhouse-wealth-management
- SEC file
- 801-114887
- Founded
- 2016
- Structure
- Connecticut LLC
- Fiscal year end
- December
Greenhouse Wealth Management uses Charles Schwab ($289M) as custodian for its separately managed accounts. Greenhouse Wealth Management has custody of $35M in client assets for 10 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $289M100%
At year end, Greenhouse Wealth Management’s separately managed accounts were mostly in stocks (61%) and funds (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $142M across 52 positions; the largest are State Str SPDR S&P 500 ETF T (36.7%), iShares TR (11.6%) and Vanguard Index Fds (6.8%).
What the accounts hold
- Stocks61%
- Funds32%
- Bonds3%
- Cash4%
Reported 13F holdings
- $142M
- Reported 13F value
- 52
- Positions
- 80.8%
- In the 10 largest
- −12.0%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit36.7%
- iShares TR · Core S&P500 ETF11.6%
- Vanguard Index Fds · S&P 500 ETF Shs6.8%
- Vanguard Index Fds · Value ETF5.9%
- Vanguard Index Fds · Small CP ETF5.3%
- Vanguard Star Fds · VG TL Intl Stk F5.1%
- Invesco Qqq TR · Unit Ser 13.3%
- Vanguard Index Fds · Total Stk Mkt2.9%
- Proshares TR · Ultrapro Qqq1.7%
- Schwab Strategic TR · US Sml Cap ETF1.4%
Together, the ten largest are 80.8% of reported value.
How many clients does Greenhouse Wealth Management have?
Greenhouse Wealth Management has 71 clients and manages $289 million for them, as of February 2026. They include 67 high-net-worth individuals and 4 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 February 2026
What services does Greenhouse Wealth Management offer?
Greenhouse Wealth Management provides financial planning, portfolio management for individuals and small businesses, and education planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Greenhouse Wealth Management charge?
Greenhouse Wealth Management charges 0.50%–1.00% a year for its Wealth Management. The fee is negotiable.
Source: GREENHOUSE DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY, filed 17 February 2026
Which custodians does Greenhouse Wealth Management use?
Greenhouse Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $289M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026
How many financial advisors does Greenhouse Wealth Management have?
Greenhouse Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Greenhouse Wealth Management invest in?
At the end of its last fiscal year, Greenhouse Wealth Management’s separately managed accounts held 61% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 3% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Greenhouse Wealth Management?
Greenhouse Wealth Management’s direct owner is Ryan Callas (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 February 2026
How does Greenhouse Wealth Management get paid?
Greenhouse Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Greenhouse Wealth Management registered with the SEC?
Yes, Greenhouse Wealth Management has been registered with the SEC as an investment adviser since 22 March 2019. Its CRD number is 283763 and its SEC file number is 801-114887.
Source: Form ADV Part 1A, Item 1, filed 17 February 2026; IAPD firm record
How do I contact Greenhouse Wealth Management?
Greenhouse Wealth Management’s main office is at 8 Wright Street, Suite 107, Westport, CT 06880. Its phone number is 203-561-5002. Its website is greenhousewealth.com.