Medallion Wealth Advisors, LLC
● SEC registered since 2019CRD 156064SEC# 801-116959Farmington, CT
Reg. AUM
$516.9M
Employees
7
Accounts
2,484
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 $516.9 million in regulatory assets under management and employs 7 people.
Medallion Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Thorson Cheyne Control | President/Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Medallion Wealth Advisors, LLC manage?
Medallion Wealth Advisors, LLC reports $516.9 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
| Address | 2 Bridgewater Road, Suite 201, Farmington, CT 06032 |
| Phone | 860-967-3032 |
| Fax | 860-255-7774 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$516.9M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$516.9Mregulatory AUM
Discretionary $491MNon-discretionary $25.9M