Nauset Wealth Management, LLC
Nauset Wealth Management, LLC (CRD# 110360) is a financial advisory firm headquartered in Westport, CT. They manage $328,289,141 in 596 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
Nauset Wealth Management, LLC
By the Numbers
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Total Assets Under Management328MILLION
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Total Number of Accounts596ACCOUNTS
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Average Account Value$550,821
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, FL, IL, MA, NJ, NY, TX
Financial Advisors at Nauset Wealth Management, LLC
No Advisor Found.
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