Filomeno Wealth Management, LLC

Filomeno Wealth Management, LLC (CRD# 145450) is a financial advisory firm headquartered in West Hartford, CT. They manage $67,886,294 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $1,190,988
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • 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 Filomeno Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Thomas J. Filomeno
CRD#: 4331342
80 South Main Street, West Hartford, CT 06107
93
Wealthminder
score

Thomas Filomeno (CRD# 4331342) is an Investment Advisor Representative working at Filomeno Wealth Management, LLC in West Hartford, CT and has over 16 years of experience in the finance industry.

2
Judith E. Saunders
CRD#: 4331386
80 South Main Street, West Hartford, CT 06107
93
Wealthminder
score

Judith Saunders (CRD# 4331386) is an Investment Advisor Representative working at Filomeno Wealth Management, LLC in West Hartford, CT and has over 16 years of experience in the finance industry.

3
Patricia E. Small
CRD#: 5872094
80 South Main Street, West Hartford, CT 06107
93
Wealthminder
score

Patricia Small (CRD# 5872094) is an Investment Advisor Representative working at Filomeno Wealth Management, LLC in West Hartford, CT and has over 6 years of experience in the finance industry.

4
George M. Thomson
CRD#: 4413033
80 South Main Street, West Hartford, CT 06107
93
Wealthminder
score

George Thomson (CRD# 4413033) is an Investment Advisor Representative working at Filomeno Wealth Management, LLC in West Hartford, CT and has over 16 years of experience in the finance industry.

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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.