DIASTOLE WEALTH MANAGEMENT
Firm details
- Headquarters
- GUILFORD, Connecticut
- CRD number
- 111604
- Registered since
- May 24, 2000
- Website
- www.dwinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.19%
- Individuals14.22%
- Pooled Investment Vehicles6.31%
- Charitable Organizations0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Diastole Wealth Management is an independent, fee-based registered investment adviser founded in 2000 and organized as a corporation with individual ownership. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its core services include financial planning, discretionary and non‑discretionary portfolio management for individuals/small businesses and pooled investment vehicles, and selection of outside advisers. Diastole also sponsors and serves as a general partner/managing member of pooled vehicles. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- US Government Bonds10%
- Other10%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds4%
Owners & executives
3 of 4ELIZABETH EDEN
Partner and Chief Executive OfficerCRD 1023859
ETHAN EDEN
Founder & CEOCRD 4574697
MEREDITH EDEN
Chief Operating Officer and Chief Compliance OfficerCRD 5310891
Contacts
3 of 6BARBARA BUZZELLI
Senior Financial AdvisorCRD 4092965
Samson Staff
Financial AdvisorCRD 7726510
JOSEPH DEPATIE
Financial AdvisorCRD 6416754
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GUILFORD, CT
NEW HAVEN
Location
GUILFORD, CT
Headquartered in GUILFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW HAVEN
- Address
- 58 Boston St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
MONTE FINANCIAL GROUP, LLC
RIAGUILFORD, CT
GREY LEDGE ADVISORS, LLC
RIAGUILFORD, CT
GRANITE ISLANDS PRIVATE WEALTH, LLC
RIAGUILFORD, CT
COMPASS WEALTH MANAGEMENT LLC
RIAGUILFORD, CT
MCCAULEY INVESTMENTS ADVISORS LLC
RIAGUILFORD, CT
REAL FINANCIAL PLANNING, LLC
RIAGUILFORD, CT