Greenwood Family Advisors Llc
- Regulatory AUM
- $327M
- Discretionary
- $0
- Clients
- 16
- Avg AUM / client
- $20.4M
- Accounts
- 120
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Feb 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $983K | 0.3% |
| High net worth individuals | 13 | $314M | 95.9% |
| Corporations and other businesses | 1 | $12.4M | 3.78% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carlos Anllo | Managing Director | Jun 2019 (7y) | 50% – 75% | |
| Nicolas Suarez Inclan | Partner | CFA | May 2021 (5y) | 50% – 75% |
| Jennifer Aguerrebere | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/09/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • CONSULTING FEES
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- J.P. Morgan $218M (67% of AUM) Feb 2026
- Morgan Stanley $28.5M (10% of AUM) Mar 2025
- Santander Private Banking International $27.9M (11% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 09, 2026.
View current Form ADV (SEC/IAPD) ↗