Greenhouse Wealth Management, LLC

Greenhouse Wealth Management, LLC is a registered investment advisor founded in April 2016 by Ryan W. Callas, who serves as the President and Chief Compliance Officer. The firm offers investment advisory services to individuals, high net worth individuals, trusts, and estates, acting as a fiduciary to clients. Services include wealth management, investment management, and financial planning. Greenhouse's investment strategy focuses on long-term goals, utilizing low-cost, diversified mutual funds, ETFs, and individual stocks and bonds. Clients have the opportunity to place restrictions on their investments. The firm manages $261,159,038 in assets as of December 31, 2024, with a fee structure based on a percentage of assets under management. Fees are billed quarterly and may be negotiable. Greenhouse does not participate in wrap fee programs and does not charge performance-based fees. The firm does not have a minimum account size requirement. Ryan W. Callas, CFP®, has a Bachelor of Science in Business Administration and has been in the financial industry since 2008. Greenhouse has a Privacy Policy in place to protect clients' personal information and maintains security measures to safeguard data. Clients can limit the sharing of personal information for certain purposes. For more information, clients can contact Greenhouse at (203) 561-5002 or [email protected].