CONNECTICUT WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$4,477,614,678
Discretionary
$4,403,152,065
Non-discretionary
$74,462,613
Firm details
- CRD number
- 154310
- SEC file number
- 801-73061
- Main office
- FARMINGTON, CT, United States
- Employees
- 74
- SEC status
- Approved
- Website
- https://vimeo.com/user52066029
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.