Medallion Wealth Advisors, LLC (CIK: 0002131139) EDGAR, Information, Filings... CompaniesBIO.Com

Medallion Wealth Advisors, LLC

Mailing address
2 BRIDGEWATER ROAD, SUITE 201, FARMINGTON, Connecticut, 06032
Phone
860-269-3031
State location
Connecticut
State of incorporation
Connecticut
Fiscal year end
December 31
SIC
N/A
Filings
N/A

Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Medallion Wealth Advisors, LLC

Filings	Format	Description	Filed/Effective	File/Film Number
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001420506-26-000742 (34 Act) Size: KB	Apr-24-2026	028-26824 26891169
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001420506-26-000740 (34 Act) Size: KB	Apr-24-2026	028-26824 26891163
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001420506-26-000738 (34 Act) Size: KB	Apr-24-2026	028-26824 26891158
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001420506-26-000736 (34 Act) Size: KB	Apr-24-2026	028-26824 26891154
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001420506-26-000734 (34 Act) Size: KB	Apr-24-2026	028-26824 26891136
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001420506-26-000732 (34 Act) Size: KB	Apr-24-2026	028-26824 26891132

Recent 20 filings. View all Medallion Wealth Advisors, LLC filings

Overall rating 5.0

Aug 22, 2022

Ryan Storey

Huge help thank you for your help .. y'all make it so much easier

Aug 22, 2022

Samuel Ejimofor

It's being easier working on the website. And I recommend, it's a great website

Aug 22, 2022

Jean Bishop

Very good communication and delivery made within the timeframe I was advised of

Medallion Wealth Advisors, LLC overview
Medallion Wealth Advisors, LLC job
Medallion Wealth Advisors, LLC stock
Medallion Wealth Advisors, LLC ownership
Medallion Wealth Advisors, LLC CEO
Medallion Wealth Advisors, LLC documents

Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.