RIA Intel›Advisers›Connecticut›DIASTOLE WEALTH MANAGEMENT, INC.

DIASTOLE WEALTH MANAGEMENT, INC.

Advisory

N·GUILFORD, CT

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM

$396M

1-Year AUM Growth

+15.1%

3-Year CAGR

-18.2%

Employees

9

Assets Under Management

Total AUM$396M

Discretionary AUM$275M

Non-Discretionary AUM$121M

Discretionary %69.3%

Total Clients304

Team

Total Employees9

Investment Advisers13

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds2

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record75

First FilingMar 29, 2001

Latest FilingMar 2, 2026

🔒 Full AUM trend chart and 75 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DIASTOLE WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.