Wealth manager, independent · Guilford, CT
Diastole Wealth Management
Diastole Wealth Management, Inc. · SEC-registered investment adviser · CRD 111604 · SEC 801-57610
At a glance
Diastole Wealth Management is an SEC-registered investment adviser based in Guilford, Connecticut, with $396 million in regulatory assets under management as of its Form ADV filed May 5, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 273 individual clients. By Form ADV it is a wealth manager, ranked 3,519th of 8,915 wealth managers and 8,839th of 17,210 SEC-registered advisers by assets.
Main office 203-458-5220diastole.bizLinkedInAs filed on Form ADV
- Regulatory AUM
- $396M
- Rank among wealth managers
- #3,519 of 8,915
- Rank among all SEC RIAs
- #8,839 of 17,210
- Rank in Connecticut
- #337 of 507
- Individual clients
- 273
- High-net-worth clients
- 86
- Accounts
- 1,434
- Discretionary
- 69% of AUM
- Employees
- 13
- Advisory staff
- 9
- Offices
- 3
Owners and executives on its Form ADV
- Elizabeth D. EdenPresident/ceo
- Elizabeth E. CookPrincipal
- Ethan A. EdenOwner
- Meredith P. EdenPartner/coo/cco
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 86 | $314M | 79% |
| Individuals | 187 | $56M | 14% |
| Pooled investment vehicles | 1 | $25M | 6% |
| Charitable organizations | 1 | $1M | <1% |
Private funds
Diastole Wealth Management reports 1 private funds with $25M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Diastole Wealth Management answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗diastole.biz ↗
AtlasMembers
The full record on Diastole Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 6,057 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Diastole Wealth Management manage?
Diastole Wealth Management reports $396 million in regulatory assets under management across 1,434 accounts, 69% of it on a discretionary basis, on its Form ADV filed May 5, 2026.
What kind of firm is Diastole Wealth Management?
Diastole Wealth Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Diastole Wealth Management’s clients?
By assets, its largest client types are high-net-worth individuals ($314 million, 86 clients); individuals ($56 million, 187 clients); pooled investment vehicles ($25 million, 1 clients).
Does Diastole Wealth Management manage private funds?
Yes. It reports 1 private funds with $25 million in gross assets, including hedge funds.
Does Diastole Wealth Management have any disciplinary history?
Diastole Wealth Management answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Diastole Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-05), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →