# Donaldson Financial Wellness Network

Donaldson Financial Wellness Network is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** donaldsonfinancialwellness.com
- **LinkedIn:** https://www.linkedin.com/company/donaldsonbill

## Regulatory record

- **CRD number:** 293622
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/293622

## About

Donaldson Financial Wellness Network, LLC is a state-registered investment adviser in Newtown, CT. It has one employee and one investment adviser. The firm is based in Connecticut.

## Sectors

- Financial Services
- Wealth Management
- Education

## Related profiles

- [Lula Financial](https://altss.com/profile/lula-financial)
- [Merewether Investment Management](https://altss.com/profile/merewether-investment-management-lp)

---

Last updated: 2026-07-06T01:24:15.483Z

Canonical page: https://altss.com/profile/donaldson-financial-wellness-network-llc

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