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 15 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 15 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 5 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 15 years of experience in the finance industry.

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