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CONNECTICUT WEALTH MANAGEMENT, LLC
CRD 154310 · SEC 801-73061
281 FARMINGTON AVENUE, FARMINGTON, CT, 06032-1911, United States
Phone
860-470-0290
Fax
860-470-0289
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.48B
Discretionary AUM
$4.40B
Team
74 total employees; 46 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 473 | $205.3M |
| High net worth individuals | 830 | $4.07B |
| Charitable organizations | 182 | $83.4M |
| Corporations/business entities | 32 | $118.8M |
States served
VT, AZ, CA, CO, DC, GA, IL, IN, LA, ME, MD, MA, NV, NJ, NY, NC, OH, PA, RI, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
- https://vimeo.com/user52066029
- HTTPS://WWW.CTWEALTHMGMT.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/CONNECTICUT-WEALTH-MANAGEMENT-LLC/
- https://x.com/CTWEALTH
- HTTPS://WWW.FACEBOOK.COM/CTWEALTH
- https://www.instagram.com/lifeatctwm/
- https://www.youtube.com/@connecticutwealthmanagemen3468
- https://music.amazon.com/podcasts/1e240776-6f7e-4a10-a971-48262fcebc46/in-good-company-podcast
- https://podcastindex.org/podcast/7759628
- https://podcastaddict.com/podcast/in-good-company-podcast/6845241
- https://www.podchaser.com/podcasts/in-good-company-podcast-6395354
- https://pca.st/5hj8v0u0
- https://player.fm/series/in-good-company-podcast-3722111
- https://open.spotify.com/show/1wW3Wq6UQLGBka2zSXXrT3
- https://podcasts.apple.com/us/podcast/in-good-company-podcast/id1879561330
Official SEC filing: View on IAPD