CONNECTICUT WEALTH MANAGEMENT, LLC

281 Farmington Avenue
Farmington, Connecticut 06032-1911
Tel: 860-470-0290

About CONNECTICUT WEALTH MANAGEMENT, LLC

CONNECTICUT WEALTH MANAGEMENT, LLC, formally registered with the SEC as CONNECTICUT WEALTH MANAGEMENT, LLC. The firm was established in 02/03/2012. They have over 1 offices throughout the country.

CONNECTICUT WEALTH MANAGEMENT, LLC is a Farmington, Connecticut based Financial Planning firm with nearly $3,168,312,415 assets under management, offering retirement planning & investment advisory services to 1388 clients. The firm is staffed with 64 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154310
SEC#	801-73061
Assets Managed by Firm	$3,168,312,415
No. of Clients	1388
No. of Advisors	64

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (ASSETS UNDER ADVISEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	1388	$3,168,312,415
Individuals (other than high net worth individuals)	522	$218,030,339
High net worth individuals	709	$2,835,573,827
Charitable organizations	134	$32,292,702
Corporations or other businesses	22	$80,776,791

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