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LORETTA NOLAN ASSOCIATES, LLC

OLD GREENWICH, CT · CRD 126468 · IAPD ↗ · 203.637.1402

$135.8MRegulatory AUM
1Advisory reps
1Employees
9Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — LORETTA NOLAN ASSOCIATES, LLC (OLD GREENWICH, CT) is newly SEC-registered with $121.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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