Catamount Wealth Management

Catamount Wealth Management (CRD# 127496) is a financial advisory firm headquartered in Westport, CT. They manage $196,032,720 in 472 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $415,324
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 - 2 of 2 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#: 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 37 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.