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| Connecticut Wealth Management LLC
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|
|---|---|
| CRD # | 154310 |
| SEC # | 801-73061 |
| CIK # | 0001689829 |
| AUM | $3.7 B (2025-03-28) |
| Employees | 65 (62% Investors, 5% Brokers) |
| Phone | 860-470-0290 |
| Address | 281 Farmington Avenue Farmington, CT 06032-1911 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| United Technologies Corp /DE/ | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 440 | 0.2 |
| (b) Individuals (high net worth individuals) | 770 | 3.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 148 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,737 | 3.7 |
| By Discretionary | ||
| Discretionary | 4,721 | 3.6 |
| Non-Discretionary | 16 | 0.1 |
| Total | 4,737 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 4,737 | 3.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001689829] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Apella Capital LLC
✚
|
CT | 4.7 |
|
RPOA Advisors Inc
✚
|
TX | 4.0 |
|
Facet Wealth Inc
✚
|
MD | 3.9 |
|
T Rowe Price Advisory Services Inc
✚
|
MD | 3.9 |
|
Pittenger & Anderson Inc
✚
|
NE | 3.3 |
|
Sigfig Wealth Management LLC
✚
|
CA | 3.0 |
|
Northeast Investment Management Inc
✚
|
MA | 2.9 |
|
Montag A & Associates Inc
✚
|
GA | 2.7 |
|
Systematic Alpha Investments LLC
✚
|
NJ | 2.7 |
|
Cardiff Park Advisors LLC
✚
|
2.7 |