Connecticut Wealth Management, LLC
Firm details
- Headquarters
- Farmington, Connecticut
- CRD number
- 154310
- Registered since
- February 3, 2012
- Website
- www.ctwealthmgmt.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.87%
- Individuals4.59%
- Corporations / Businesses2.65%
- Charitable Organizations1.86%
- State / Municipal Government0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Connecticut Wealth Management, LLC is an independent registered investment adviser that has been registered with the SEC since 2012. The firm operates as a limited liability company, owned by an individual principal, and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing and some fixed-fee engagements. The firm also engages in other financial product sales as part of its business activities. The firm has been recognized in industry rankings, including placement in the Financial Times Top 300 RIA Firms (2020) and multiple Forbes RIA listings in 2022, 2023, and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
- State & Local Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 172Active vs passive
$3B in ETFs
98%
$2.9B
<1%
$74.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $305M | 4,986,061 | 10.21% |
Location
Farmington, CT
Hartford
Location
Farmington, CT
Headquartered in Farmington, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 281 Farmington Ave
- Time zone
- ET (UTC-5)
- Office locations
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