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MEDALLION WEALTH ADVISORS, LLC
CRD 156064 · SEC 801-116959
2 BRIDGEWATER ROAD, SUITE 201, FARMINGTON, CT, 06032, United States
Phone
860-967-3032
Fax
860-255-7774
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$516.9M
Discretionary AUM
$491.0M
Team
7 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2416 | $305.7M |
| High net worth individuals | 51 | $191.3M |
| Pension/profit sharing plans | 1 | $1.3M |
| Charitable organizations | 5 | $15.9M |
| Corporations/business entities | 11 | $2.7M |
States served
MA, NJ, NY, PA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD