Medallion Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Farmington, CT. Its latest Form ADV filing, dated March 31, 2026, reports $517M in regulatory assets under management, 7 employees, 2 offices, and 2,484 accounts.
Assets Under Management
$517M
Employees
7
Offices
2 offices
Total Clients
2,484
Primary office
FARMINGTON, CT
2 BRIDGEWATER ROAD, SUITE 201, FARMINGTON, CT, United States
Top client segmentIndividuals represent 97.3% of total clients.
Top client categories% of clientsClients
1
Individuals
97.3%
2,416
2
HNWI
2.1%
51
3
Corporations
0.4%
11
4
Charitable
0.2%
5
Additional categories (<0.1%)
Pension Plans<5 clients
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$517Mas of March 31, 2026
Discretionary95.0%
$491M
95% of total RAUM95.0%
Non-discretionary5.0%
$26M
5% of total RAUM5.0%
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.
Total AUM$517M
Total Accounts2,484
10Y AUM Change+$386M (+293.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee355:1
10Y Employee Change+1 (+16.7%)
* 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.