NAUSET WEALTH MANAGEMENT, LLC
CRD #110360 SEC #801-96316 WESTPORT, CT 203-454-7328
SEC Registered
Total AUM
$328.3M
Discretionary
$328.3M
Employees
3
Clients
51
Accounts
596
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 8, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | NA | Control |
| NAUSET STRATEGIC PARTNERS, INC. | DE | MANAGING MEMBER | E | Control |
| NAUSET STRATEGIC PARTNERS, INC. | DE | MANAGING MEMBER | E | Control |
| NAUSET STRATEGIC PARTNERS, INC. | DE | MANAGING MEMBER | E | Control |
| NAUSET STRATEGIC PARTNERS, INC. | DE | MANAGING MEMBER | E | Control |
| NAUSET STRATEGIC PARTNERS, INC. | DE | MANAGING MEMBER | E | Control |
| NAUSET STRATEGIC PARTNERS, INC. | DE | MANAGING MEMBER | E | Control |
| NAUSET STRATEGIC PARTNERS, INC. | DE | MANAGING MEMBER | E | Control |
| NAUSET STRATEGIC PARTNERS, INC. | DE | MANAGING MEMBER | E | Control |
| NAUSET STRATEGIC PARTNERS, INC. | DE | MANAGING MEMBER | E | Control |
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | MANAGING MEMBER | D | Control |
| SWANSON, KAREN, LYNN | I | MANAGING MEMBER | C | Control |
| SWANSON, KAREN, LYNN | I | MANAGING MEMBER | C | Control |
| SWANSON, KAREN, LYNN | I | MANAGING MEMBER | C | Control |
| SWANSON, KAREN, LYNN | I | MANAGING MEMBER | C | Control |
| SWANSON, KAREN, LYNN | I | MANAGING MEMBER | C | Control |
| SWANSON, KAREN, LYNN | I | MANAGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LOMBARDO, MICHAEL, ROBERT | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| LOMBARDO, MICHAEL, ROBERT | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| SWANSON, KAREN, LYNN | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| SWANSON, KAREN, LYNN | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| SWANSON, KAREN, LYNN | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| SWANSON, KAREN, LYNN | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| SWANSON, KAREN, LYNN | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| SWANSON, KAREN, LYNN | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| SWANSON, KAREN, LYNN | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| SWANSON, KAREN, LYNN | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
| SWANSON, KAREN, LYNN | I | NAUSET STRATEGIC PARTNERS, INC. | D | Control |
Registrations
Federal
IA
Mar 8, 2022 REGISTERED
Notice Filings (8)
CA CT FL IL MA NJ NY TX
Address
136 MAIN STREETSUITE 201
WESTPORT, CT 06880
United States
Phone: 203-454-7328