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Building 2NAUSET WEALTH MANAGEMENT, LLC

Map pinWESTPORT, CT
Phone203-454-7328
NotebookSEC #801-69318
Total AUM
$69.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
136 MAIN STREET
SUITE 201
WESTPORT
CT 06880
United States
Operating Hours
8:30 TO 5:30
Monday - Friday
Phone
203-454-7328

ReceiptFinancials

Total AUM
$69.5M
Accounts
255
Discretionary
$69.5M
Accounts
255
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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