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ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500 · SEC 801-125900
27A IMPERIAL AVE., WESTPORT, CT, 06880, United States
Phone
203-226-5733
Fax
203-226-5464
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$178.3M
Discretionary AUM
$178.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $20.1M |
| High net worth individuals | 33 | $136.3M |
| Pension/profit sharing plans | 6 | $17.9M |
| Corporations/business entities | 6 | $3.9M |
States served
NJ, NY, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD