CRD: 134500
Aspetuck Financial Management LLC
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation alphaCapital +more
- Established Date
- 07-21-2005
- Office Locations
- 1
Office Locations
About Aspetuck Financial Management LLC
Aspetuck Financial Management is an independent, fee-only RIA founded in 2005 focused on retirees and those nearing retirement. The firm delivers wealth management, retirement planning, small-business retirement plan guidance, and college savings support. Portfolios are conservatively built and actively, individually managed based on risk, income needs, and time horizon, using research on global markets and liquid vehicles such as ETFs, mutual funds, and bonds. Client assets are custodied at Charles Schwab with 24/7 account access.
Team overview
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Owner & Executives
PATRICK TIMOTHY BYRNE
Chief Compliance Officer, Founder, Managing Member, Portfolio Strategist
- CRD
- #1277801
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,264,173 | $370,612 |
| Non-Discretionary | $0 | -- |
| Total | $178,264,173 | $370,612 |
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Separately Managed Accounts
Total SMA Asset: $178,264,173
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $839,533,574 | 11.3% |
| Public Funds | $1,270,444,613 | 17.1% |
| Cash | $1,144,143,101 | 15.4% |
| Corporate - Investment Grade | $1,500,759,133 | 20.2% |
| Municipal Bonds | $1,188,720,105 | 16.0% |
| U.S. Government/Agency | $1,485,900,133 | 20.0% |
| Total | $7,429,500,659 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX ALPHA CREST | TIMBER QUANTUM | NQPN8EOQJ | GZDM | 3.42% | $23,154,751 |
| HARBOR MERIDIAN VITAL | FRONTIER EMBER | 3MWGME36C | SJKJF | 7.87% | $52,412,435 |
| LEGACY OAK | ALPHA FOCUS | 1XZXMHRBX | CUB | 5.50% | $60,241,886 |
| SIGNAL PEAK | MOMENTUM DELTA | NPUK7XZQE | UQEK | 6.97% | $56,174,470 |
| VALUE PEAK BRIDGE | FOUNDATION MERIDIAN | 6G9Y10X9X | HJM | 1.99% | $42,031,981 |
| VITAL MOMENTUM PRIME | ZENITH PATHWAY | IQTVD1XJ7 | GBP | 4.08% | $116,169,377 |
| OPTIMA FOCUS ALPHA | LEGACY BRIDGE | 6R375V3Q2 | RPSS | 9.82% | $48,667,957 |
| WAVE INSIGHT BRIDGE | INSIGHT RIDGE | OE3FSF1QY | YYX | 12.17% | $87,328,371 |