City
Wealth management firms in Weston, Connecticut
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Weston, Connecticut reported $158.4 million in regulatory assets under management; the largest by assets was Triathlon Partners LLC, with $60.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $158.4 million
- Average per firm
- $31.7 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Triathlon Partners LLC | State | $60.1 million | 60 |
| 2 | Fleurus Investment Advisory, LLC | State | $45.9 million | 85 |
| 3 | KCCS Management Inc. | State | $35.7 million | 14 |
| 4 | Calm River Capital LLC | State | $16.7 million | 53 |
| 5 | Zale Capital Management | State | $0 | 0 |
Wealth management firms in Connecticut, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.