RIA Intel›Advisers›Connecticut›WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

Advisory

N·GLASTONBURY, CT

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$501M
1-Year AUM Growth
+10.6%
3-Year CAGR
+2.4%
Employees
3
Assets Under Management
Total AUM$501M
Discretionary AUM$501M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients562
Team
Total Employees3
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record45
First FilingApr 30, 2001
Latest FilingMar 31, 2025
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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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