Diastole Wealth Management

Diastole Wealth Management (CRD# 111604) is a financial advisory firm headquartered in Guilford, CT. They manage $386,200,000 in 304 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    386
    MILLION
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $1,270,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, MA, ME, NC, NH, NJ, NY, OH, 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 23 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 30 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 42 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 21 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 18 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 26 years of experience in the finance industry.

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

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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