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CONNECTICUT WEALTH MANAGEMENT, LLC
CRD 154310File 801-73061
APPROVED
Retail clients
Custody
Filing as of May 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.48B
Top 25% of cohort (national)
Discretionary AUM
$4.40B
Non-discretionary $74.5M
Clients
1,517
5,287 accounts
Employees
74
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 3, 2012
- Principal office
- 281 FARMINGTON AVENUE, FARMINGTON, CT, 06032-1911
- Phone
- 860-470-0290
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.48B
- Discretionary AUM
- $4.40B
- Non-discretionary AUM
- $74.5M
- Discretionary accounts
- 5,271
- Non-discretionary accounts
- 16
- Total accounts
- 5,287
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $118.8M |
| Charitable organizations | 182 | $83.4M |
| High net worth individuals | 830 | $4.07B |
| State or municipal government entities | Fewer than 5 | $1.3M |
| Individuals (other than high net worth individuals) | 473 | $205.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.