Connecticut Wealth Management is an investment advisor in Farmington with $2.13 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272807213
SEC advisor number
801-73061
FINRA CRD number
154310
AUM ?
$2.13 bn
(as of 19 Apr 23)
Accounts
2,950
(as of 19 Apr 23)
Employees
58
(42 investment advisory or research)
Address
Connecticut Wealth Management
281 FARMINGTON AVENUE
FARMINGTON
CT 06032
281 FARMINGTON AVENUE
FARMINGTON
CT 06032
Office hours
Monday - Friday, 8:30AM TO 5:00PM
Phone
860-470-0290
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Leahy, Kevin, Christopher | President and Chief Compliance Officer | 10/2010 | 50-75% |
Horrigan, Denis, Michael | Partner | 01/2011 | 10-25% |
Tedone, Michael, Anthony | Partner | 06/2013 | 5-10% |
Solomon, Jarrett, Franklin | Partner | 01/2020 | < 5% |
Disorbo, Antonio | Partner | 09/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22