{"url":"https://nivawealth.com/firms/greenhouse-wealth-management-283763","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/283763","regulatoryAum":288579995,"crd":"283763","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5543680","suffix":null,"lastName":"CALLAS","firstName":"RYAN","middleName":"W"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-01-28","regulatoryAum":194367790,"clients":63,"employees":2,"offices":1},{"filedOn":"2022-01-28","regulatoryAum":214678674,"clients":66,"employees":2,"offices":1},{"filedOn":"2023-02-21","regulatoryAum":182862060,"clients":72,"employees":2,"offices":1},{"filedOn":"2024-02-02","regulatoryAum":219942008,"clients":72,"employees":2,"offices":1},{"filedOn":"2025-01-17","regulatoryAum":261159038,"clients":70,"employees":2,"offices":1},{"filedOn":"2026-02-17","regulatoryAum":288579995,"clients":71,"employees":2,"offices":1}],"secFileNumber":"801-114887","legalName":"Greenhouse 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Greenhouse Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Greenhouse Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Greenhouse Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Greenhouse Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Greenhouse Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Greenhouse Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Greenhouse Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Greenhouse Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Greenhouse Wealth Management?","answer":"Greenhouse Wealth Management’s main office is at 8 Wright Street, Suite 107, Westport, CT 06880. Its phone number is 203-561-5002. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}