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WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

300 Winding Brook Drive
Glastonbury, Connecticut 06033-4335
Tel: 860-430-9766

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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 1 offices throughout the country.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. is a Glastonbury, Connecticut based Financial Planning firm with nearly $388,650,226 assets under management, offering retirement planning & investment advisory services to 1007 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#112243
SEC#801-58282
Assets Managed by Firm$388,650,226
No. of Clients1007
No. of Advisors5

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total1007$388,650,226
Individuals (other than high net worth individuals)203$68,844,656
High net worth individuals99$296,033,045
Pension and profit sharing plans5$12,145,143
Charitable organizations5$9,282,795
Corporations or other businessesFewer than 5 clients$2,344,587

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