Adriatic Wealth Management LLC

Adriatic Wealth Management LLC (CRD# 287493) is a financial advisory firm headquartered in Norwalk, CT. They manage $2,859,028 in 35 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
14 Betmarlea Rd, Norwalk, CT 06850
https://www.linkedin.com/company/adriatic-wealth-management-llc/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $81,687
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NY, TX

Financial Advisors at Adriatic Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mergim Elezi, financial advisor Norwalk CT
Mergim Elezi
CRD#: 1813934
14 Betmarlea Rd, Norwalk, CT 06850

Mergim Elezi (CRD# 1813934) is an Investment Advisor Representative working at Adriatic Wealth Management LLC in Norwalk, CT and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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