Nauset Wealth Management LLC
Legal Name: NAUSET WEALTH MANAGEMENT, LLC
Full Contact Details
Nauset Wealth Management LLC
136 MAIN STREET, SUITE 201, WESTPORT, CT
203-454-7328
203-454-9906
Other Info
Nauset Wealth Management LLC, also known as NAUSET WEALTH MANAGEMENT, LLC, is a registered CT Limited Liability Company that employs three people, including two advisors. The company's client base is undisclosed, but its most recent SEC status is given as approved, after registration on May 20, 2015.
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Direct Owners
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MICHAEL ROBERT LOMBARDO
CHIEF COMPLIANCE OFFICER owns less than 5%
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MICHAEL ROBERT LOMBARDO
MANAGING MEMBER owns less than 5%
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NAUSET STRATEGIC PARTNERS, INC.
MANAGING MEMBER owns 75% or more
Indirect Owners
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KAREN LYNN SWANSON
VICE PRESIDENT owns more than 50% but less than 75%
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MICHAEL ROBERT LOMBARDO
PRESIDENT owns more than 50% but less than 75%
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