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. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: