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Medallion Wealth Advisors, LLC

● SEC registered since 2019CRD 156064SEC# 801-116959Farmington, CT
Export (members)
Reg. AUM
$407.4M
Employees
7
Accounts
1,493
Location
Farmington, CT

Medallion Wealth Advisors, LLC assets under management

Medallion Wealth Advisors, LLC is an SEC-registered investment adviser based in Farmington, CT. The firm has been registered since 2019. It reports $407.4 million in regulatory assets under management and employs 7 people.
www.medallionwealth.comView on SEC.gov ↗

Medallion Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Eric Thorson Cheyne ControlPresident/Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Medallion Wealth Advisors, LLC manage?

Medallion Wealth Advisors, LLC reports $407.4 million in regulatory assets under management on its Form ADV.

How many employees does Medallion Wealth Advisors, LLC have?

Medallion Wealth Advisors, LLC reports 7 employees.

Where is Medallion Wealth Advisors, LLC located?

Medallion Wealth Advisors, LLC is based in Farmington, CT and has been SEC-registered since 2019.

Does Medallion Wealth Advisors, LLC disclose fund performance?

Medallion Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Bridgewater Road, Suite 201, Farmington, CT 06032
Phone860-967-3032
Fax860-255-7774
Office hours8:00 a.m. - 4:30 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$383.9M
Non-discretionary$23.6M
Total (RAUM)$407.4M