Medallion Wealth Advisors, Llc
- Regulatory AUM
- $517M
- Discretionary
- $491M
- Clients
- 2,484
- Avg AUM / client
- $208K
- Accounts
- 2,484
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,416 | $306M | 59.1% |
| High net worth individuals | 51 | $191M | 37.0% |
| Pension and profit sharing plans | 1 | $1.3M | 0.26% |
| Charitable organizations | 5 | $15.9M | 3.08% |
| Corporations and other businesses | 11 | $2.7M | 0.53% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Thorson Cheyne | President/Chief Compliance Officer | Dec 2010 (16y) | 75% or more | |
| Matthew L Woods Weber | Registered representative | CFP | Jan 2013 (14y) | |
| Henry J Peterson | Registered representative | Aug 2015 (11y) | ||
| Steven Tellar | Registered representative | Mar 2016 (10y) | ||
| Scott G. Stevens | Registered representative | Dec 2018 (8y) | ||
| Christian Williams | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $429M (83% of AUM) Mar 2026
- Pershing $61.6M (12% of AUM) Mar 2026
- Employee Fiduciary $8.3M (2% of AUM) Mar 2026
- John Hancock Retirement Services $8.3M (2% of AUM) Mar 2026
- Vanguard Retirement Services $7.5M (1% of AUM) Mar 2026
- Osaic Wealth, Inc. $6.9M (2% of AUM) Mar 2025
- Royal Alliance Associates, Inc. $6.0M (2% of AUM) Mar 2023
- Aspire Financial Services Llc $1.8M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗