RIA Intel›Advisers›Connecticut›CONNECTICUT WEALTH MANAGEMENT, LLC

CONNECTICUT WEALTH MANAGEMENT, LLC

Advisory

N·FARMINGTON, CT

Data as of Jan 8, 2026 · Source: SEC Form ADV

Total AUM
$3.7B
1-Year AUM Growth
+17.1%
3-Year CAGR
+15.8%
Employees
40
Assets Under Management
Total AUM$3.7B
Discretionary AUM$3.6B
Non-Discretionary AUM$69M
Discretionary %98.1%
Total Clients1,391
Team
Total Employees40
Investment Advisers65
Employee Growth (1Y)-16.7%
Filing History
Total Filings on Record59
First FilingJan 17, 2012
Latest FilingJan 8, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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