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| Medallion Wealth Advisors LLC
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|---|---|
| CRD # | 156064 |
| SEC # | 801-116959 |
| CIK # | 0002131139 |
| AUM | 516.9 M (2026-03-31) |
| Employees | 7 (57% Investors, 43% Brokers) |
| Phone | 860-967-3032 |
| Address | 2 Bridgewater Road Farmington, CT 06032 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.2 | ||
| Amazon Com Inc | 6.3 | ||
| Apple Inc | 4.4 | ||
| Microsoft Corp | 3.5 | ||
| Ametek INC/ | 3.0 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,416 | 305.7 |
| (b) Individuals (high net worth individuals) | 51 | 191.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.3 |
| (h) Charitable organizations | 5 | 15.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,484 | 516.9 |
| By Discretionary | ||
| Discretionary | 2,466 | 491.0 |
| Non-Discretionary | 18 | 25.9 |
| Total | 2,484 | 516.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 516.9 | |
| Total | 2,484 | 516.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002131139] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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