NAUSET WEALTH MANAGEMENT, LLC
NAUSET WEALTH MANAGEMENT, LLC of WESTPORT, CT is an SEC-registered investment adviser (CRD 110360). Regulatory assets under management: $328.3M.
Registration
- CRD: 110360
- SEC file number: 801-96316
- Type: Registered investment adviser
- 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 | — |
More on this firm