# NAUSET WEALTH MANAGEMENT, LLC

NAUSET WEALTH MANAGEMENT, LLC of WESTPORT, CT is an SEC-registered investment adviser.

## Registration

- CRD: 110360
- Type: SEC-registered investment adviser
- SEC file number: 801-96316
- Location: 136 MAIN STREET, SUITE 201, WESTPORT, CT, 06880
- Phone: 203-454-7328
- Latest filing: 2022-03-08
- Regulatory AUM: $328.3M
- Discretionary AUM: $328.3M
- Clients: 3
- Accounts: 596

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SWANSON JULIE LYNN | MANAGING MEMBER; OWNER; VICE PRESIDENT | — |
| LOMBARDO MICHAEL ROBERT | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110360/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110360/similar
- Related entities: https://search.stillhousedata.com/firm/110360/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110360

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.