ARTURA WEALTH, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
GLASTONBURY, Connecticut
CRD number
334786
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Artura Wealth, LLC is structured as a limited liability company that functions primarily as a capital allocator and adviser to individuals and small businesses. The firm’s stated advisory activities focus on portfolio management and the selection of other advisers, indicating a model that blends direct portfolio oversight with manager selection and due-diligence-based outsourcing. Artura Wealth charges clients on a percentage-of-assets-under-management basis and is not identified as an active ESG investor. It is classified as an unclassified adviser, is owned by an individual, and is not listed as a multistate adviser or pension consultant. The firm’s SEC registration year is not provided in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • DANIEL ZAPPONE

    Chief Compliance OfficerCRD 4470083

  • DAVID CONNELLY

    CEOCRD 2269331

  • Christopher Codeanne

    Chief Operating OfficerCRD 7979648

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GLASTONBURY, CT

HARTFORD

Location

GLASTONBURY, CT

Headquartered in GLASTONBURY, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
HARTFORD
Address
151 National Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth