MEDALLION WEALTH ADVISORS, LLC
CRD #156064 SEC #801-116959 FARMINGTON, CT 860-967-3032
SEC Registered
Total AUM
$407.4M
Discretionary
$383.9M
Employees
7
Clients
26
Accounts
1,493
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $407.4M | $383.9M | $23.6M | 7 | 0 |
| Feb 2024 | $328.9M | $316.9M | $12.1M | 7 | 0 |
| Mar 2023 | $270.3M | $257.4M | $12.9M | 7 | 0 |
| Mar 2022 | $316.7M | $303.3M | $13.4M | 8 | 0 |
| Nov 2021 | $261.3M | $239.8M | $21.5M | 4 | 0 |
| Nov 2021 | $261.3M | $239.8M | $21.5M | 4 | 0 |
| Mar 2021 | $261.3M | $239.8M | $21.5M | 4 | 0 |
| Feb 2020 | $172.3M | $161.8M | $10.5M | 4 | 0 |
| Aug 2019 | $131.2M | $122M | $9.2M | 4 | 0 |
| Jul 2019 | $131.2M | $122M | $9.2M | 6 | 0 |
| Jun 2019 | $131.2M | $122M | $9.2M | 6 | 0 |
| Jun 2019 | $131.2M | $122M | $9.2M | 5 | 0 |
| Jun 2019 | $131.2M | $122M | $9.2M | 5 | 0 |
DateMar 2025
Total AUM$407.4M
Discretionary$383.9M
Non-Disc.$23.6M
Employees7
Clients0
DateFeb 2024
Total AUM$328.9M
Discretionary$316.9M
Non-Disc.$12.1M
Employees7
Clients0
DateMar 2023
Total AUM$270.3M
Discretionary$257.4M
Non-Disc.$12.9M
Employees7
Clients0
DateMar 2022
Total AUM$316.7M
Discretionary$303.3M
Non-Disc.$13.4M
Employees8
Clients0
DateNov 2021
Total AUM$261.3M
Discretionary$239.8M
Non-Disc.$21.5M
Employees4
Clients0
DateNov 2021
Total AUM$261.3M
Discretionary$239.8M
Non-Disc.$21.5M
Employees4
Clients0
DateMar 2021
Total AUM$261.3M
Discretionary$239.8M
Non-Disc.$21.5M
Employees4
Clients0
DateFeb 2020
Total AUM$172.3M
Discretionary$161.8M
Non-Disc.$10.5M
Employees4
Clients0
DateAug 2019
Total AUM$131.2M
Discretionary$122M
Non-Disc.$9.2M
Employees4
Clients0
DateJul 2019
Total AUM$131.2M
Discretionary$122M
Non-Disc.$9.2M
Employees6
Clients0
DateJun 2019
Total AUM$131.2M
Discretionary$122M
Non-Disc.$9.2M
Employees6
Clients0
DateJun 2019
Total AUM$131.2M
Discretionary$122M
Non-Disc.$9.2M
Employees5
Clients0
DateJun 2019
Total AUM$131.2M
Discretionary$122M
Non-Disc.$9.2M
Employees5
Clients0