GREATER WEALTH

GREATER WEALTH of WESTPORT, CT is an SEC-registered investment adviser (CRD 326978). Regulatory assets under management: $8.4M.

Registration

• CRD: 326978
• Type: Registered investment adviser
• Location: 21 BRIDGE SQUARE, WESTPORT, CT, 06880
• Phone: 9803659847
• Latest filing: 2026-03-25
• Regulatory AUM: $8.4M
• Discretionary AUM: $8.4M
• Clients: 2
• Accounts: 2

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326978 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search