CRD: 142820
Greenwich Wealth Management, LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 01-18-2007
- Office Locations
- 3
Office Locations
About Greenwich Wealth Management, LLC
Greenwich Wealth Management is an independent, high-touch advisory team serving individuals and families with customized strategies for complex, multi-generational goals. The firm provides financial planning, estate/legacy planning, and portfolio construction grounded in transparent communication, asset allocation, and risk management. In managed accounts, portfolios lean heavily on ETFs, and the firm works with Interactive Brokers with offices in CT and FL.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JAMES FREEBURG
Advisor, Managing Member
- CRD
- #4508491
- Ownership
- 75% or more
HARRY EDWARD FIGGIE
Wealth Advisor
- CRD
- #5578814
- Ownership
- 10% but less than 25%
Peak delta
Summit vertex insight
- CRD
- #20627
- Ownership
- 25.2%
Showing 2 of 4 owners & executives
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francis joseph gilbride
Partner
- CRD
- #7326894
VAHAN JANJIGIAN
Chief Investment Officer
- CRD
- #5426029
Crest legacy
Beacon summit
- CRD
- #30070
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,884,239,380 | $4,674,618 |
| Non-Discretionary | $634,373,518 | $79,296,690 |
| Total | $3,518,612,898 | $5,629,781 |
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Separately Managed Accounts
Total SMA Asset: $3,518,612,898
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $157,400,230 | 13.2% |
| Cash | $262,333,717 | 22.0% |
| Derivatives | $206,289,696 | 17.3% |
| Public Funds | $71,545,559 | 6.0% |
| Corporate - Investment Grade | $102,548,635 | 8.6% |
| Municipal Bonds | $232,523,068 | 19.5% |
| U.S. Government/Agency | $159,785,083 | 13.4% |
| Total | $1,192,425,988 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER DELTA HARBOR | RADIAL CATALYST | RV48F88C4 | PREA | 3.04% | $22,989,046 |
| VERTEX SUMMIT OAK | BRIDGE NORTH | DZB0VOL31 | OONK | 4.74% | $86,627,384 |
| OAK EAGLE | EMBER PRIME | TH8T0LN48 | MYBGB | 2.59% | $119,008,674 |
| INSIGHT ATLAS | LEGACY MOMENTUM | Z07IVL6UQ | IMC | 10.29% | $111,911,383 |
| CREST HORIZON CAPITAL | RADIAL TIMBER | JWFSVOK9G | QQJ | 10.28% | $73,881,630 |
| MERIDIAN ELEMENT | BRIDGE HORIZON | H1TK2QJWQ | KHZO | 1.41% | $80,238,314 |
| SIGNAL MATRIX | OPTIMA FUSION | DQNB0A748 | RPRA | 11.04% | $102,683,303 |
| ZENITH EAGLE GLACIER | HARBOR HARBOR | 942O5KM49 | BTRHU | 9.11% | $58,281,456 |