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Rudolph Louis Melk

Connecticut Wealth Management, LLC

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About Rudolph Louis Melk

Rudolph Melk is an Investment Advisor Representative at Connecticut Wealth Management, LLC. Rudolph Melk is registered with the state of Connecticut and holds the Series 65 license. Rudolph Melk has been employed with Connecticut Wealth Management, LLC since July 2023.

Firm Information

Rudolph Melk is currently registered with Connecticut Wealth Management, LLC. Connecticut Wealth Management, LLC is a registered investment advisor based in Farmington, CT. They offer a variety of financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm has over 3 billion dollars in assets under management and serves over 1,300 clients.
Connecticut Wealth Management, LLC

281 FARMINGTON AVENUE

FARMINGTON, CT 06032-1911

$3.17B

Assets Under Management

1

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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assets under advisement

Assets under advisement

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rudolph Melk’s Registration & Firm History

CT

10/06/2023 - Present

Connecticut Wealth Management, LLC (FARMINGTON CT)

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Licenses & Designations

IA

Issued 10/05/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rudolph Louis Melk.
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