Catamount Wealth Management

Catamount Wealth Management (CRD# 127496) is a financial advisory firm headquartered in Westport, CT. They manage $204,419,544 in 539 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    539
    ACCOUNTS
  • Average Account Value
    $379,257
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Catamount Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Laurie E. Stefanowicz
CRD#: 5595017
943 Post Road East, Westport, CT 06880
98
Wealthminder
score

Laurie Stefanowicz (CRD# 5595017) is an Investment Advisor Representative working at Catamount Wealth Management in Westport, CT and has over 8 years of experience in the finance industry.

2
Louis F. Albanese
CRD#: 5323966
943 Post Road East, Westport, CT 06880
93
Wealthminder
score

Louis Albanese (CRD# 5323966) is an Investment Advisor Representative working at Catamount Wealth Management in Westport, CT and has over 9 years of experience in the finance industry.

3
Matthew S. Monroe
CRD#: 4817845
943 Post Road East, Westport, CT 06880
88
Wealthminder
score

Matthew Monroe (CRD# 4817845) is an Investment Advisor Representative working at Catamount Wealth Management in Westport, CT and has 1 year of experience in the finance industry.

4
Louis F. Albanese
CRD#: 703647
943 Post Road East, Westport, CT 06880
38
Wealthminder
score

Louis Albanese (CRD# 703647) is an Investment Advisor Representative working at Catamount Wealth Management in Westport, CT and has over 38 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.