# DONALDSON FINANCIAL WELLNESS NETWORK, LLC

DONALDSON FINANCIAL WELLNESS NETWORK, LLC of NEWTOWN, CT is an SEC-registered investment adviser.

## Registration

- CRD: 293622
- Type: SEC-registered investment adviser
- Location: 197 HUNTINGTOWN ROAD, NEWTOWN, CT, 06470
- Phone: 203-221-2848
- Latest filing: 2024-01-23
- Clients: 1

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/293622/brochure
- Similar advisers: https://search.stillhousedata.com/firm/293622/similar
- Related entities: https://search.stillhousedata.com/firm/293622/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/293622

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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.