Diastole Wealth Management

Diastole Wealth Management (CRD# 111604) is a financial advisory firm headquartered in Guilford, CT. They manage $741,651,300 in 1,207 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    742
    MILLION
  • Total Number of Accounts
    1,207
    ACCOUNTS
  • Average Account Value
    $614,458
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, CT, FL, KY, MA, ME, MI, NH, NJ, NY, OH, PA, TX, VA

Financial Advisors at Diastole Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Barbara A. Buzzelli
CRD#: 4092965
58 Boston Street, Guilford, CT 06437

Barbara Buzzelli (CRD# 4092965) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 20 years of experience in the finance industry.

2
Elizabeth E. Cook
CRD#: 1025179
58 Boston Street, Guilford, CT 06437

Elizabeth Cook (CRD# 1025179) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 27 years of experience in the finance industry.

3
Elizabeth D. Eden
CRD#: 1023859
58 Boston Street, Guilford, CT 06437

Elizabeth Eden (CRD# 1023859) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 40 years of experience in the finance industry.

4
Ethan A. Eden
CRD#: 4574697
58 Boston Street, Guilford, CT 06437

Ethan Eden (CRD# 4574697) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 19 years of experience in the finance industry.

5
Eniko Mikle
CRD#: 2563071
58 Boston Street, Guilford, CT 06437

Eniko Mikle (CRD# 2563071) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 15 years of experience in the finance industry.

6
Jennifer L. O'brien
CRD#: 2460908
58 Boston Street, Guilford, CT 06437

Jennifer O'brien (CRD# 2460908) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 24 years of experience in the finance industry.

7
Mary L. O'toole
CRD#: 4652672
Cinncinnati, OH

Mary O'toole (CRD# 4652672) is an Investment Advisor Representative working at Diastole Wealth Management in Cinncinnati, OH and has 1 year of experience in the finance industry.

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