Trumbull Wealth Management, LLC

Trumbull Wealth Management, LLC (CRD# 281613) is a financial advisory firm headquartered in Bethlehem, CT. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.


Financial Advisors at Trumbull Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Heynard L. Pazchow
CRD#: 1770730
26 Deerwood Drive, Bethlehem, CT 06751

Heynard Pazchow (CRD# 1770730) is an Investment Advisor Representative working at Trumbull Wealth Management, LLC in Bethlehem, CT and has 1 year of experience in the finance industry.

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