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DIASTOLE WEALTH MANAGEMENT

GUILFORD, CT · CRD 111604 · IAPD ↗ · diastole.biz · 203-458-5220

$396.0MRegulatory AUM
9Advisory reps
13Employees
0Clients
251-500Planning clients
1Private funds
13States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — DIASTOLE WEALTH MANAGEMENT grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
April 2024 — DIASTOLE WEALTH MANAGEMENT changed its website from dwinvest.com to diastole.biz.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.