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MEDALLION WEALTH ADVISORS, LLC

FARMINGTON, CT · CRD 156064 · IAPD ↗ · medallionwealth.com · 860-967-3032

$516.9MRegulatory AUM
4Advisory reps
7Employees
0Clients
26-50Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — MEDALLION WEALTH ADVISORS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — MEDALLION WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($407.4M -> $516.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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