Updated:
Medallion Wealth Advisors, LLC
Medallion Wealth Advisors, LLC is an SEC-registered investment adviser in Farmington, CT, registered since 2019. The firm manages $517 million in assets, with...
Medallion Wealth Advisors, LLC
Medallion Wealth Advisors, LLC is an SEC-registered investment adviser in Farmington, CT, registered since 2019. The firm manages $517 million in assets, with $491 million on a discretionary basis. It has 7 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Medallion Wealth Advisors?
No named principal or investment committee member has been publicly identified for Medallion Wealth Advisors in SEC filings, press releases, or industry databases. The firm's leadership structure remains undisclosed.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: