Nauset Wealth Management, LLC

Nauset Wealth Management, LLC (CRD# 110360) is a financial advisory firm headquartered in Westport, CT. They manage $118,422,882 in 349 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $339,321
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, NY

Financial Advisors at Nauset Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David J. Bauer
CRD#: 6299104
136 Main Street, Suite 201, Westport, CT 06880
89
Wealthminder
score

David Bauer (CRD# 6299104) is an Investment Advisor Representative working at Nauset Wealth Management, LLC in Westport, CT and has over 3 years of experience in the finance industry.

2
Michael R. Lombardo
CRD#: 4368492
Westport, CT
87
Wealthminder
score

Michael Lombardo (CRD# 4368492) is an Investment Advisor Representative working at Nauset Wealth Management, LLC in Westport, CT and has 1 year of experience in the finance industry.

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