Overview
Assets Under Management: $407 million
Headquarters: FARMINGTON, CT
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Frequently Asked Questions
MEDALLION WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156064), MEDALLION WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
MEDALLION WEALTH ADVISORS, LLC is headquartered in FARMINGTON, CT.
MEDALLION WEALTH ADVISORS, LLC serves 60 high-net-worth clients according to their SEC filing dated March 07, 2025. View client details ↓
According to their SEC Form ADV, MEDALLION WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MEDALLION WEALTH ADVISORS, LLC manages $407 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, MEDALLION WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,493
Discretionary Accounts: 1,301
Non-Discretionary Accounts: 192
Regulatory Filings
CRD Number: 156064
Filing ID: 1944790
Last Filing Date: 2025-03-07 13:30:00
Website: https://medallionwealth.com