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Donaldson Financial Wellness Network
Donaldson Financial Wellness Network, LLC is an SEC-registered investment adviser in Newtown, CT. It has one employee and one investment adviser.
Donaldson Financial Wellness Network
Donaldson Financial Wellness Network, LLC is an SEC-registered investment adviser in Newtown, CT. It has one employee and one investment adviser. The firm is based in Connecticut.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Sector focus
Frequently asked questions
What is Donaldson Financial Wellness Network?
Donaldson Financial Wellness Network is a single family office based in United States.
Where is Donaldson Financial Wellness Network headquartered?
Donaldson Financial Wellness Network is headquartered in United States, in the North America region.
What is Donaldson Financial Wellness Network's assets under management?
Donaldson Financial Wellness Network reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Donaldson Financial Wellness Network?
Altss maintains an OSINT-verified profile of Donaldson Financial Wellness Network covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Donaldson Financial Wellness Network's website?
Donaldson Financial Wellness Network's public website is donaldsonfinancialwellness.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Donaldson Financial Wellness Network?
Donaldson Financial Wellness Network is classified by Altss as a Single Family Office, operating from United States within the North America region.
How does Altss source intelligence on Donaldson Financial Wellness Network?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Donaldson Financial Wellness Network's Altss profile last updated?
Donaldson Financial Wellness Network's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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