DIASTOLE WEALTH MANAGEMENT, INC.

DIASTOLE WEALTH MANAGEMENT, INC. of GUILFORD, CT is an SEC-registered investment adviser (CRD 111604). Regulatory assets under management: $396.0M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities, Investment cos, Other.

Officers, owners & control persons (12)

NameRoleLocation
Elizabeth Diana EdenPRESIDENT/CEO—
Elizabeth Early CookPRINCIPAL; PRINCIPAL/CCO—
Ethan Anthony EdenOWNER—
Meredith Papa EdenCHIEF OPERATING OFFICER; PARTNER/COO/CCO—
EDEN ELIZABETH DIANACHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; PRESIDENT/CEO (+5 more)—
COOK ELIZABETH EARLYCHIEF FINANCIAL OFFICER; DIRECTOR; DIRECTOR/CHIEF FINANCIAL OFFICER (+2 more)—
EDEN ETHAN ANTHONYCHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; MANAGING DIRECTOR/CHIEF OPERATING OFFICER (+2 more)—
EDEN HUGH BRADLEYMANAGING DIRECTOR—
GORTON GLORIA JSENIOR FINANCIAL ADVISOR; VICE PRESIDENT OF FINANCE—
PAPA MEREDITH VADERSOPERATIONS MANAGER—
EDEN MEREDITH PAPACHIEF OPERATING OFFICER—
EDEN MEREDITH VADERSOPERATIONS MANAGER—

Disclosures (5)

InitiatedTypeAllegationsStatusAmount
2019-05-01regulatoryON SEPTEMBER 10, 2021, THE SEC ISSUED A SETTLED ORDER (THE "ORDER), TO WHICH DWM AND ELIZABETH EDEN (THE "RESPONDENTS') CONSENTED WITHOUT ADMITTING OR DENYING THE FINDINGS IN THE ORDER. ACCORDING TO THE ORDER, DWM DID NOT ADEQUATELY DISCLOSE CERTAIN CONFLICTS OF INTEREST RELATING TO INVESTMENTS MADE…Final$160K

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
EDEN PARTNERS ABSOLUTE GROWTH FUND, LPHedge FundDelaware35$25.0M$250K

Branch offices (2)

CityStateEmployeesPhone
——1203-458-5220
——1203-458-5220

More on this firm