WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

655 Winding Brook Drive
Suite 2023
Glastonbury, Connecticut 06033-4335
Tel: 860-430-9766

About WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC, formally registered with the SEC as WOOSTER CORTHELL WEALTH MANAGEMENT, INC. The firm was established in 01/19/2001. They have over 2 offices throughout the country.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. is a Glastonbury, Connecticut based Financial Planning firm with nearly $453,064,294 assets under management, offering retirement planning & investment advisory services to 1053 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112243
SEC#	801-58282
Assets Managed by Firm	$453,064,294
No. of Clients	1053
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1053	$453,064,294
Individuals (other than high net worth individuals)	200	$75,839,037
High net worth individuals	106	$352,972,954
Pension and profit sharing plans	Fewer than 5 clients	$11,008,029
Charitable organizations	5	$10,330,927
Corporations or other businesses	Fewer than 5 clients	$2,913,347

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