# Medallion Wealth Advisors, LLC

Medallion Wealth Advisors, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://medallionwealth.com
- **LinkedIn:** https://www.linkedin.com/company/medallion-wealth-advisors

## Regulatory record

- **CRD number:** 156064
- **SEC file number:** 801-116959
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156064

## About

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.

## 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.

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Last updated: 2026-07-06T01:24:21.157Z

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