F
Fremont Wealth Management, LP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$37,485,000
Clients
72
54% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
72
Very HighAverage account size
$520,625
About
Fremont Wealth Management, LP provides discretionary investment management and advisory services for individual, retirement, business, foundation, trust, and estate accounts. The firm manages approximately $37.5 million in client assets and constructs individualized portfolios that may include common and preferred stock, bonds, convertible securities, and exchange-traded funds.
The firm describes its investment approach as a value orientation of “growth at a reasonable price,” relying on bottom-up fundamental analysis of corporate financials supplemented by research from major brokerages and private research services. Portfolios incorporate dividend-paying equities, selective non‑U.S. securities and thematic macro views, and are managed to accommodate client-imposed restrictions and varying income or growth needs.
Distinctive elements noted in the brochure include the firm’s lineage as the successor to a practice dating to 1966 and the principal’s multi‑decade tenure overseeing monthly account reviews. Operationally, the firm recommends Schwab as custodian and receives institutional support services from Schwab, performs fee deductions from client accounts (resulting in custody status), and does not vote client proxies, leaving proxy voting to clients.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $200,000: 1.5% $200,001+: 1.0%
Fee-only: Tiered percentage of assets under management as detailed above.
Main office location
Fremont Wealth Management, LP
3530 Post Road, Ste 203
Southport CT 06890, United States
Number of offices
1
Most active in
Fremont Wealth Management, LP has reported serving >5 clients in these states in the last 12 months.
Connecticut · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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