RIA Intel›Advisers›Connecticut›WESTON WEALTH ADVISORS, LLC

WESTON WEALTH ADVISORS, LLC

Advisory

CT

Data as of Mar 15, 2026 · Source: SEC Form ADV

Rank in CT

#1,095

of 1,312 advisers by AUM

Average account

$314K

across 86 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 15, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CT, LA, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

21 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

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