MEDALLION WEALTH ADVISORS, LLC

CRD 156064File 801-116959

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$516.9M

Above cohort median (national)

Discretionary AUM

$491.0M

Non-discretionary $25.9M

Clients

2,484

2,484 accounts

Employees

Below cohort median in CT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jul 15, 2019
Principal office: 2 BRIDGEWATER ROAD, SUITE 201, FARMINGTON, CT, 06032
Phone: 860-967-3032
Website: HTTP://WWW.MEDALLIONWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $516.9M
Discretionary AUM: $491.0M
Non-discretionary AUM: $25.9M
Discretionary accounts: 2,466
Non-discretionary accounts: 18
Total accounts: 2,484
AUM per client: $208K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$2.7M
Charitable organizations	5	$15.9M
High net worth individuals	51	$191.3M
Pension and profit sharing plans	Fewer than 5	$1.3M
Individuals (other than high net worth individuals)	2,416	$305.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.