Diastole Wealth Management

Diastole Wealth Management (CRD# 111604) is a financial advisory firm headquartered in Guilford, CT. They manage $665,393,000 in 946 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    665
    MILLION
  • Total Number of Accounts
    946
    ACCOUNTS
  • Average Account Value
    $703,375
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)
  • 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.

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

Financial Advisors at Diastole Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Eniko Mikle
CRD#: 2563071
58 Boston Street, Guilford, CT 06437
98
Wealthminder
score

Eniko Mikle (CRD# 2563071) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 11 years of experience in the finance industry.

2
Barbara A. Buzzelli
CRD#: 4092965
58 Boston Street, Guilford, CT 06437
93
Wealthminder
score

Barbara Buzzelli (CRD# 4092965) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 16 years of experience in the finance industry.

3
Elizabeth E. Cook
CRD#: 1025179
58 Boston Street, Guilford, CT 06437
93
Wealthminder
score

Elizabeth Cook (CRD# 1025179) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 23 years of experience in the finance industry.

4
Joseph T. DePatie
CRD#: 6416754
58 Boston Street, Guilford, CT 06437
93
Wealthminder
score
Joseph Depatie (CRD# 6416754) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has 1 year of experience in the finance industry.
5
Elizabeth D. Eden
CRD#: 1023859
58 Boston Street, Guilford, CT 06437
93
Wealthminder
score

Elizabeth Eden (CRD# 1023859) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 35 years of experience in the finance industry.

6
Ethan A. Eden
CRD#: 4574697
58 Boston Street, Guilford, CT 06437
93
Wealthminder
score

Ethan Eden (CRD# 4574697) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 14 years of experience in the finance industry.

7
Jennifer L. O'brien
CRD#: 2460908
58 Boston Street, Guilford, CT 06437
93
Wealthminder
score

Jennifer O'brien (CRD# 2460908) is an Investment Advisor Representative working at Diastole Wealth Management in Guilford, CT and has over 19 years of experience in the finance industry.

8
Mary L. O'toole
CRD#: 4652672
Cincinnati, OH
90
Wealthminder
score

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

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