# ASPETUCK FINANCIAL MANAGEMENT

ASPETUCK FINANCIAL MANAGEMENT is an Asset Manager based in Westport, CT.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Westport, CT
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** https://aspetuckfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/aspetuck-financial

## Regulatory record

- **CRD number:** 134500
- **SEC file number:** 801-125900
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134500

## About

Wise Wealth Management - Registered Investment Advisor and Fiduciary | Aspetuck Financial Management is a conservative wealth management firm specializing in managing retirement assets. Client's portfolio is actively managed based on client’s risk tolerance, income needs, portfolio objective, time horizon and the overall financial goals. As a Registered Investment Adviser, we have a fiduciary duty to act in the best interest of our clients.

## Questions

### What type of clients does Aspetuck Financial Management typically serve?

Based on its regulatory classification, the firm serves individual investors and small institutions through portfolio management and financial planning services. Its footprint, lacking institutional-scale fundraising records, points toward a high-net-worth and retail client base concentrated in Connecticut. The firm's ADV filings and absence of institutional marketing suggest it operates through direct client relationships rather than intermediary channels.

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Last updated: 2026-07-08T23:50:33.001Z

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