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Building 2NAUSET WEALTH MANAGEMENT, LLC

Map pinWESTPORT, CT
Phone203-454-7328
NotebookSEC #801-96316
Total AUM
$328.3M
Employees
3
Clients
115

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
$328.3M
Accounts
596
Discretionary
$328.3M
Accounts
596
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$170.7M
HNW Individual Clients
21
AUM
$157.6M

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
CACTFLILMANJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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