Medallion Wealth Advisors, LLC
Medallion Wealth Advisors, LLC is an SEC-registered mass-market adviser in Farmington, CT with $516.9M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Medallion Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156064, SEC 801-116959, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $516.9M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Farmington, CT
- Employees
- 7
- Clients
- 2,484
- CRD
- 156064
- Ownership
- CHEYNE, ERIC, THORSON
How much AUM does Medallion Wealth Advisors, LLC have?
Medallion Wealth Advisors, LLC reported $516.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Medallion Wealth Advisors, LLC?
Disclosed owners and executives of Medallion Wealth Advisors, LLC include CHEYNE, ERIC, THORSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.