$37.5M Total AUM
$37.5M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- QuantumMatrix peak +more
- Established Date
- 02-24-1995
- Office Locations
- 1
Office Locations
3530 Post Road STE 203 Southport CT
About Fremont Wealth Management, LP
Fremont Bank offers full-service banking plus wealth management, with investment, planning, and trust solutions delivered through FB Investment Services and LPL Financial. The program supports individuals and business owners with portfolio construction using vehicles such as ETFs and mutual funds. Notable for being family-owned since 1964 and pairing local banking relationships with an LPL advisory platform.
Team overview
-- AVG AGE
$37.5M AVG AUM / ADVISOR
$520.6K AVG AUM / CLIENT
17.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Wave vital North pathway Momentum summit
Client Personas
Atlas Timber radial
Custodian
Ridge Alpha peak Harbor Alpha Quantum value Glacier Crest zenith Quantum
Investment Themes
Signal pioneer
Investment Vehicles
Prime beacon
Services
Beacon peak Vector vector Momentum Quantum Foundation alpha Prime focus Crest Frontier Pioneer Ridge alpha Momentum
Technology
Oak Optima Pathway pioneer
Owner & Executives
P
PATRICK WOODS FREMONT JR.
Chief Compliance Officer, Limited Partner, Principal
- CRD
- #2267946
- Ownership
- 75% or more
(849) 599-9804
beacon.momentum@meridiancapital.com
in linkedin.com/in/matrix-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,485,000 | $221,111 |
| Non-Discretionary | $0 | -- |
| Total | $37,485,000 | $221,111 |
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Separately Managed Accounts
Total SMA Asset: $37,485,000
Equity - Exchange:
18.9% Public Funds:
9.0% Cash:
16.8% U.S. Government/Agency:
39.1% Municipal Bonds:
16.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $258,752,498 | 18.9% |
| Public Funds | $123,215,475 | 9.0% |
| Cash | $230,002,220 | 16.8% |
| U.S. Government/Agency | $535,302,786 | 39.1% |
| Municipal Bonds | $221,787,855 | 16.2% |
| Total | $1,369,060,834 | 100.0% |