Pts Asset Management

Pts Asset Management (CRD# 111047) is a financial advisory firm headquartered in North Haven, CT. They manage $201,703,838 in 770 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    770
    ACCOUNTS
  • Average Account Value
    $261,953
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, ME, MI, MO, NC, NE, NH, NY, OH, PA, TX, VA, WA, WI

Financial Advisors at Pts Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
William F. Wadsworth
CRD#: 1987068
565 Washington Avenue, Suite 7, North Haven, CT 06473

William Wadsworth (CRD# 1987068) is an Investment Advisor Representative working at Pts Asset Management in North Haven, CT and has over 28 years of experience in the finance industry.

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