# Fremont Wealth Management, LP

> Fremont Wealth Management, LP is a state-registered investment advisory firm in Southport, CT, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 106503
- Filed as: FREMONT WEALTH MANAGEMENT, LP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Southport, CT
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/106503
- AdvisorCensus page: https://advisorcensus.com/firm/fremont-wealth-management-lp-southport-ct-106503

## Quick answers

**How is Fremont Wealth Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Fremont Wealth Management, LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fremont Wealth Management, LP located?**
Fremont Wealth Management, LP's principal office is in Southport, CT, according to its Form ADV.

**Is Fremont Wealth Management, LP registered with the SEC or a state?**
Fremont Wealth Management, LP is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 106503.

**How much does Fremont Wealth Management, LP manage?**
Fremont Wealth Management, LP reports $37,485,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Fremont Wealth Management, LP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (39); individuals (other than high net worth individuals) (33).

**Does Fremont Wealth Management, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/106503

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $37,485,000
- Discretionary: $37,485,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $8,246,700 |
| High net worth individuals | 39 | $29,238,300 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @fremont-wealth-management-lp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fremont Wealth Management, LP (CRD 106503): Form ADV filing data as of October 2026.