Samson Staff
Diastole Wealth Management · New York, New York
Samson Staff is a fee-only financial advisor at Diastole Wealth Management in New York, New York. Diastole Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Diastole Wealth Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $396.0M across 1,434 accounts |
| SEC registration | Investment adviser representative in CT, NY · CRD 7726510 |
| Exams passed | Series 65 (2024) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.diastole.biz |
How Samson's firm compares
- Diastole Wealth Management's average account is about $276,000, from its Form ADV (assets managed divided by 1,434 accounts).
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Questions about Samson
Is Samson Staff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samson holds no broker registration, and Diastole Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samson charge for financial advice?
Samson's firm, Diastole Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Samson Staff based?
Samson Staff is based in New York, New York.
Is Samson Staff registered with the SEC?
Yes. Samson Staff is registered as an investment adviser representative in CT and NY (CRD 7726510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Diastole Wealth Management manage?
Diastole Wealth Management reports $396.0M across 1,434 accounts in assets under management.
How do I contact Samson Staff?
Through Samson's website, www.diastole.biz.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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