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FREMONT WEALTH MANAGEMENT, LP

CRD 106503 · SEC 801-48291

Visit website

3530 POST ROAD, STE 203, SOUTHPORT, CT, 06890, United States

Phone

(203) 293-4651

Fax

203-254-7193

Registration

— (—)

Source

State registered

Total AUM

$37.5M

Discretionary AUM

$37.5M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Partnership

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals33$8.2M
High net worth individuals39$29.2M

All web addresses on file

Official SEC filing: View on IAPD