DIASTOLE WEALTH MANAGEMENT, INC.
Legal name: DIASTOLE WEALTH MANAGEMENT
CRD #111604 SEC #801-57610 GUILFORD, CT 203-458-5220
SEC Registered Private Funds
Total AUM
$378M
Discretionary
$268.2M
Employees
11
Clients
251
Accounts
1,437
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $378M | $268.2M | $109.8M | 11 | 0 |
| Mar 2025 | $378M | $268.2M | $109.8M | 11 | 0 |
| Jun 2024 | $386.2M | $223.8M | $162.5M | 12 | 0 |
| Apr 2024 | $386.2M | $223.8M | $162.5M | 12 | 0 |
| Mar 2024 | $386.2M | $223.8M | $162.5M | 12 | 0 |
| Oct 2023 | $335.6M | $222.2M | $113.4M | 12 | 0 |
| Mar 2023 | $335.6M | $222.2M | $113.4M | 12 | 0 |
| Nov 2022 | $349.6M | $221M | $128.7M | 11 | 0 |
| Mar 2022 | $349.6M | $221M | $128.7M | 11 | 0 |
| Jan 2022 | $741.7M | $211.3M | $530.4M | 12 | 0 |
| Oct 2021 | $741.7M | $211.3M | $530.4M | 12 | 0 |
| Mar 2021 | $741.7M | $211.3M | $530.4M | 12 | 0 |
| Nov 2020 | $674.8M | $231.9M | $442.9M | 12 | 0 |
| Sep 2020 | $674.8M | $231.9M | $442.9M | 12 | 0 |
| Jun 2020 | $674.8M | $231.9M | $442.9M | 12 | 0 |
| Mar 2020 | $674.8M | $231.9M | $442.9M | 12 | 0 |
| Jan 2020 | $603.8M | $217.8M | $386.1M | 10 | 0 |
| May 2019 | $603.8M | $217.8M | $386.1M | 11 | 0 |
| Mar 2019 | $603.8M | $217.8M | $386.1M | 11 | 0 |
| Jun 2018 | $764.9M | $196.7M | $568.3M | 11 | 0 |
| May 2018 | $764.9M | $196.7M | $568.3M | 11 | 0 |
| Mar 2018 | $764.9M | $196.7M | $568.3M | 11 | 0 |
| Oct 2017 | $742M | $192M | $550M | 11 | 0 |
| Mar 2017 | $653.2M | $90.7M | $562.5M | 11 | 300 |
| Aug 2016 | $665.4M | $99.9M | $565.5M | 11 | 300 |
| Mar 2016 | $665.4M | $99.9M | $565.5M | 12 | 300 |
| Mar 2015 | $634.2M | $81.4M | $552.8M | 14 | 300 |
| Jul 2014 | $598.3M | $106.8M | $491.4M | 14 | 300 |
| Mar 2014 | $598.3M | $106.8M | $491.4M | 14 | 300 |
| Jan 2014 | $570.1M | $81M | $489.1M | 14 | 200 |
| Sep 2013 | $570.1M | $81M | $489.1M | 14 | 200 |
| Mar 2013 | $570.1M | $81M | $489.1M | 14 | 200 |
| Sep 2012 | $526.5M | $71.5M | $455M | 11 | 200 |
| Apr 2012 | $526.5M | $71.5M | $455M | 11 | 200 |
| Mar 2012 | $526.5M | $71.5M | $455M | 11 | 200 |
| Dec 2011 | $446.7M | $118.8M | $327.9M | 11 | 101 |
| May 2011 | $446.7M | $118.8M | $327.9M | -- | -- |
| Apr 2011 | $446.7M | $118.8M | $327.9M | -- | -- |
| Apr 2011 | $446.7M | $118.8M | $327.9M | -- | -- |
| Apr 2009 | $229.9M | $94.4M | $135.5M | -- | -- |
| Mar 2009 | $229.9M | $94.4M | $135.5M | -- | -- |
| Mar 2008 | $279.4M | $156.3M | $123.1M | -- | -- |
| Dec 2007 | $231M | $108M | $123M | -- | -- |
| Nov 2007 | $231M | $108M | $123M | -- | -- |
| Nov 2007 | $231M | $108M | $123M | -- | -- |
| Sep 2007 | $231M | $108M | $123M | -- | -- |
| Mar 2007 | $231M | $108M | $123M | -- | -- |
| Dec 2006 | $141M | $16M | $125M | -- | -- |
| Mar 2006 | $141M | $16M | $125M | -- | -- |
| Jan 2006 | $159M | $0 | $159M | 10 | -- |
| Oct 2005 | $159M | $0 | $159M | 10 | -- |
| Jun 2005 | $159M | $0 | $159M | 10 | -- |
| Mar 2004 | $125M | $0 | $125M | 10 | -- |
| Oct 2003 | $83M | $0 | $83M | 10 | -- |
| May 2002 | $99.5M | $0 | $99.5M | 10 | -- |
| Sep 2001 | $97M | $0 | $97M | 10 | -- |
| Aug 2001 | $97M | $0 | $97M | 10 | -- |
DateAug 2025
Total AUM$378M
Discretionary$268.2M
Non-Disc.$109.8M
Employees11
Clients0
DateMar 2025
Total AUM$378M
Discretionary$268.2M
Non-Disc.$109.8M
Employees11
Clients0
DateJun 2024
Total AUM$386.2M
Discretionary$223.8M
Non-Disc.$162.5M
Employees12
Clients0
DateApr 2024
Total AUM$386.2M
Discretionary$223.8M
Non-Disc.$162.5M
Employees12
Clients0
DateMar 2024
Total AUM$386.2M
Discretionary$223.8M
Non-Disc.$162.5M
Employees12
Clients0
DateOct 2023
Total AUM$335.6M
Discretionary$222.2M
Non-Disc.$113.4M
Employees12
Clients0
DateMar 2023
Total AUM$335.6M
Discretionary$222.2M
Non-Disc.$113.4M
Employees12
Clients0
DateNov 2022
Total AUM$349.6M
Discretionary$221M
Non-Disc.$128.7M
Employees11
Clients0
DateMar 2022
Total AUM$349.6M
Discretionary$221M
Non-Disc.$128.7M
Employees11
Clients0
DateJan 2022
Total AUM$741.7M
Discretionary$211.3M
Non-Disc.$530.4M
Employees12
Clients0
DateOct 2021
Total AUM$741.7M
Discretionary$211.3M
Non-Disc.$530.4M
Employees12
Clients0
DateMar 2021
Total AUM$741.7M
Discretionary$211.3M
Non-Disc.$530.4M
Employees12
Clients0
DateNov 2020
Total AUM$674.8M
Discretionary$231.9M
Non-Disc.$442.9M
Employees12
Clients0
DateSep 2020
Total AUM$674.8M
Discretionary$231.9M
Non-Disc.$442.9M
Employees12
Clients0
DateJun 2020
Total AUM$674.8M
Discretionary$231.9M
Non-Disc.$442.9M
Employees12
Clients0
DateMar 2020
Total AUM$674.8M
Discretionary$231.9M
Non-Disc.$442.9M
Employees12
Clients0
DateJan 2020
Total AUM$603.8M
Discretionary$217.8M
Non-Disc.$386.1M
Employees10
Clients0
DateMay 2019
Total AUM$603.8M
Discretionary$217.8M
Non-Disc.$386.1M
Employees11
Clients0
DateMar 2019
Total AUM$603.8M
Discretionary$217.8M
Non-Disc.$386.1M
Employees11
Clients0
DateJun 2018
Total AUM$764.9M
Discretionary$196.7M
Non-Disc.$568.3M
Employees11
Clients0
DateMay 2018
Total AUM$764.9M
Discretionary$196.7M
Non-Disc.$568.3M
Employees11
Clients0
DateMar 2018
Total AUM$764.9M
Discretionary$196.7M
Non-Disc.$568.3M
Employees11
Clients0
DateOct 2017
Total AUM$742M
Discretionary$192M
Non-Disc.$550M
Employees11
Clients0
DateMar 2017
Total AUM$653.2M
Discretionary$90.7M
Non-Disc.$562.5M
Employees11
Clients300
DateAug 2016
Total AUM$665.4M
Discretionary$99.9M
Non-Disc.$565.5M
Employees11
Clients300
DateMar 2016
Total AUM$665.4M
Discretionary$99.9M
Non-Disc.$565.5M
Employees12
Clients300
DateMar 2015
Total AUM$634.2M
Discretionary$81.4M
Non-Disc.$552.8M
Employees14
Clients300
DateJul 2014
Total AUM$598.3M
Discretionary$106.8M
Non-Disc.$491.4M
Employees14
Clients300
DateMar 2014
Total AUM$598.3M
Discretionary$106.8M
Non-Disc.$491.4M
Employees14
Clients300
DateJan 2014
Total AUM$570.1M
Discretionary$81M
Non-Disc.$489.1M
Employees14
Clients200
DateSep 2013
Total AUM$570.1M
Discretionary$81M
Non-Disc.$489.1M
Employees14
Clients200
DateMar 2013
Total AUM$570.1M
Discretionary$81M
Non-Disc.$489.1M
Employees14
Clients200
DateSep 2012
Total AUM$526.5M
Discretionary$71.5M
Non-Disc.$455M
Employees11
Clients200
DateApr 2012
Total AUM$526.5M
Discretionary$71.5M
Non-Disc.$455M
Employees11
Clients200
DateMar 2012
Total AUM$526.5M
Discretionary$71.5M
Non-Disc.$455M
Employees11
Clients200
DateDec 2011
Total AUM$446.7M
Discretionary$118.8M
Non-Disc.$327.9M
Employees11
Clients101
DateMay 2011
Total AUM$446.7M
Discretionary$118.8M
Non-Disc.$327.9M
Employees--
Clients--
DateApr 2011
Total AUM$446.7M
Discretionary$118.8M
Non-Disc.$327.9M
Employees--
Clients--
DateApr 2011
Total AUM$446.7M
Discretionary$118.8M
Non-Disc.$327.9M
Employees--
Clients--
DateApr 2009
Total AUM$229.9M
Discretionary$94.4M
Non-Disc.$135.5M
Employees--
Clients--
DateMar 2009
Total AUM$229.9M
Discretionary$94.4M
Non-Disc.$135.5M
Employees--
Clients--
DateMar 2008
Total AUM$279.4M
Discretionary$156.3M
Non-Disc.$123.1M
Employees--
Clients--
DateDec 2007
Total AUM$231M
Discretionary$108M
Non-Disc.$123M
Employees--
Clients--
DateNov 2007
Total AUM$231M
Discretionary$108M
Non-Disc.$123M
Employees--
Clients--
DateNov 2007
Total AUM$231M
Discretionary$108M
Non-Disc.$123M
Employees--
Clients--
DateSep 2007
Total AUM$231M
Discretionary$108M
Non-Disc.$123M
Employees--
Clients--
DateMar 2007
Total AUM$231M
Discretionary$108M
Non-Disc.$123M
Employees--
Clients--
DateDec 2006
Total AUM$141M
Discretionary$16M
Non-Disc.$125M
Employees--
Clients--
DateMar 2006
Total AUM$141M
Discretionary$16M
Non-Disc.$125M
Employees--
Clients--
DateJan 2006
Total AUM$159M
Discretionary$0
Non-Disc.$159M
Employees10
Clients--
DateOct 2005
Total AUM$159M
Discretionary$0
Non-Disc.$159M
Employees10
Clients--
DateJun 2005
Total AUM$159M
Discretionary$0
Non-Disc.$159M
Employees10
Clients--
DateMar 2004
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees10
Clients--
DateOct 2003
Total AUM$83M
Discretionary$0
Non-Disc.$83M
Employees10
Clients--
DateMay 2002
Total AUM$99.5M
Discretionary$0
Non-Disc.$99.5M
Employees10
Clients--
DateSep 2001
Total AUM$97M
Discretionary$0
Non-Disc.$97M
Employees10
Clients--
DateAug 2001
Total AUM$97M
Discretionary$0
Non-Disc.$97M
Employees10
Clients--