Colohan Wealth Management LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Rocky Hill, Connecticut
CRD number
310423
Fee structure
Other

Firm profile

FINTRX

Overview

Colohan Wealth Management LLC is an individually owned limited liability company that is classified as an institutional registered investment adviser. Publicly available details about its advisory activities and client base are sparse; the firm has not reported a year of SEC registration in the source data. The firm is not identified as a capital allocator, does not self-report as an active ESG investor, and is not listed as a pension consultant or related adviser. Its disclosed fee structure is categorized as “Other.”

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Michael Colohan

    PresidentCRD 7289084

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rocky Hill, CT

Hartford

Location

Rocky Hill, CT

Headquartered in Rocky Hill, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
Hartford
Address
8 Glastonbury Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth