Diastole Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Guilford, CT. Its latest Form ADV filing, dated March 2, 2026, reports $396M in regulatory assets under management, 13 employees, 3 offices, and 1,434 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.0% of total clients.
Top client categories% of clientsClients
1
Individuals
68.0%
187
2
HNWI
31.3%
86
3
Pooled Investment Vehicles
0.4%
1
4
Charitable
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$396Mas of March 2, 2026
Discretionary69.3%
$275M
69% of total RAUM69.3%
Non-discretionary30.7%
$121M
31% of total RAUM30.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$396M
Total Accounts1,434
10Y AUM Change$-257M (-39.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee21:1
10Y Employee Change+2 (+18.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.