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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wooster Corthell Wealth Management Inc
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|---|---|
| CRD # | 112243 |
| SEC # | 801-58282 |
| CIK # | 0001566968 |
| AUM | $501.2 M (2025-04-14) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 860-430-9766 |
| Address | 655 Winding Brook Drive Glastonbury, CT 06033-4335 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 3.3 | ||
| Amazon Com Inc | 2.8 | ||
| Apple Inc | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 418 | 126.0 |
| (b) Individuals (high net worth individuals) | 126 | 354.0 |
| (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 | 11.1 |
| (h) Charitable organizations | 18 | 6.9 |
| (i) State or municipal government entities | 0 | 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 | 0 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,143 | 501.2 |
| By Discretionary | ||
| Discretionary | 1,143 | 501.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,143 | 501.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 501.2 | |
| Total | 1,143 | 501.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001566968] |
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✚
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CO | 0.5 |
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