MEDALLION WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$516,929,147
Discretionary
$491,030,168
Non-discretionary
$25,898,979
Firm details
- CRD number
- 156064
- SEC file number
- 801-116959
- Main office
- FARMINGTON, CT, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTP://WWW.MEDALLIONWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.