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DIASTOLE WEALTH MANAGEMENT
DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604 · SEC 801-57610
58 BOSTON STREET, GUILFORD, CT, 06437, United States
Phone
203-458-5220
Fax
203-453-5855
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$396.0M
Discretionary AUM
$274.6M
Team
13 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 187 | $56.3M |
| High net worth individuals | 86 | $313.6M |
| Pooled investment vehicles | 1 | $25.0M |
| Charitable organizations | 1 | $1.1M |
States served
CA, CO, ME, MA, NJ, NY, NC, OH, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD