CRD: 283763
Greenhouse Wealth Management, LLC
$288.6M Total AUM
$268.1M Disc. AUM
16.9% 3Y CAGR
2 Employees
71 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-21-2016
- Office Locations
- 1
Office Locations
8 Wright Street Suite 107 Westport CT
About Greenhouse Wealth Management, LLC
Greenhouse Wealth Management is a Connecticut-based independent RIA founded in 2016 by Ryan W. Callas, CFP. The firm delivers customized wealth management and financial planning for individuals, families, and businesses, with goals-based portfolio management, tax-efficient investing, insurance and risk management, income strategies, and wealth transition planning. Low-cost index funds are core holdings, and Charles Schwab is the primary custodian.
Team overview
-- AVG AGE
$288.6M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
10.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Summit focus
Client Personas
Vital capital Beacon
Custodian
Eagle summit Timber harbor
Investment Themes
Beacon vector Prime
Investment Vehicles
Element
Services
Element Timber quantum Alpha Meridian Delta prime Ridge vector Glacier
Owner & Executives
R
RYAN W CALLAS
Chief Compliance Officer, President
- CRD
- #5543680
- Ownership
- 75% or more
(271) 795-3962
horizon.pioneer@vitalcapital.com
in linkedin.com/in/foundation-oak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,068,956 | $890,595 |
| Non-Discretionary | $20,511,039 | $1,709,253 |
| Total | $288,579,995 | $921,981 |
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Separately Managed Accounts
Total SMA Asset: $288,579,995
Equity - Exchange:
14.1% Public Funds:
23.7% Cash:
33.1% U.S. Government/Agency:
29.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $704,846,233 | 14.1% |
| Public Funds | $1,184,741,540 | 23.7% |
| Cash | $1,654,639,029 | 33.1% |
| U.S. Government/Agency | $1,454,682,650 | 29.1% |
| Total | $4,998,909,452 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM MATRIX MATRIX | LEGACY CREST | L718A6JTQ | SZGLL | 3.48% | $108,410,253 |
| VITAL MOMENTUM NORTH | PEAK SUMMIT | 76CK0VDYD | FCPYQ | 9.89% | $108,037,383 |
| CREST CAPITAL SUMMIT | FUSION INSIGHT | PZKCLA0K3 | GHMDM | 11.98% | $76,818,161 |
| TIMBER PRIME | DELTA PRIME | LSGAREFD1 | GCOX | 3.39% | $76,783,666 |
| EAGLE VALUE | TIMBER PEAK | OFT33OE90 | GLN | 7.66% | $81,666,692 |
| CREST SUMMIT | PRIME EAGLE | 9QUU3OQPE | DTYBM | 0.60% | $94,230,218 |
| INSIGHT HORIZON SUMMIT | FRONTIER UNISON | K9LA0H4F5 | XFX | 1.21% | $80,845,872 |
| BEACON OAK | OAK ZENITH | 56X62IXEN | RUJ | 1.60% | $61,074,528 |