# Diastole Wealth Management

Diastole Wealth Management is a Multi Family Office based in Guilford, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Guilford, United States
- **Region:** North America
- **Address:** Guilford, CT, United States
- **Founded:** 1996
- **Assets under management:** 378 (Altss estimate)
- **Website:** dwinvest.com
- **LinkedIn:** https://www.linkedin.com/company/diastole-wealth-management

## Regulatory record

- **CRD number:** 111604
- **SEC file number:** 801-57610
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-05T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111604

## About

Diastole Wealth Management was established in 1996 by Elizabeth Eden and Elizabeth Cook. The co-founders built the firm from prior experience at Merrill Lynch and Dean Witter into a multi-family office serving affluent families. The firm deploys capital across fund of funds, private equity, and real estate. It maintains a North America geographic focus. Past holdings included operating businesses Collective Financial Services and MainLine Financial Group, both later sold. The firm also holds an active office property at 58 Boston St. in Guilford. The team includes Partner and COO/CCO Meredith P. Eden. Additional service providers encompass Charles Schwab as custodian and Confluence Investment Management as sub-advisor since 2020. Philanthropic activity includes sponsorship of the Guilford Basketball League for the 2025-2026 season and support for the SARAH Foundation since 2021. Meredith P. Eden shares a family tie with founder Elizabeth Eden, creating a succession link within the ownership structure.

## Sectors

- Fund of Funds
- Private Equity
- Real Estate

## People

- Elizabeth Eden — Co-founder
- Elizabeth Cook — Co-founder
- Meredith P. Eden — Partner, COO, CCO

## Questions

### Who runs investment decisions at Diastole Wealth Management?

Elizabeth Eden and Elizabeth Cook co-founded the firm. Meredith P. Eden serves as Partner, COO, and CCO.

### What asset classes does Diastole Wealth Management target?

Confirmed allocations include fund of funds, private equity, and real estate.

### Where does Diastole Wealth Management maintain its headquarters?

The firm is headquartered in Guilford, Connecticut.

### What is the disclosed AUM for Diastole Wealth Management?

The firm reports $378 million in assets under management.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/diastole-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology