CONNECTICUT WEALTH MANAGEMENT, LLC

FARMINGTON, Connecticut·5 registered advisors·CRD# 154310
SEC# 801-730610860-470-0290
01

Firm Overview

AUM
$3.2B
Regulatory assets under management
Employees
64
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CONNECTICUT WEALTH MANAGEMENT, LLC

5 registered advisors
Antonio Disorbo
FARMINGTON, Connecticut
Denis Michael Horrigan
FARMINGTON, Connecticut
Jarrett Franklin Solomon
FARMINGTON, Connecticut
Kevin Christopher Leahy
FARMINGTON, Connecticut
Michael Anthony Tedone
FARMINGTON, Connecticut
05

Office Locations

FARMINGTON, Connecticut
5 advisors

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Data sourced from SEC Form ADV filings. CONNECTICUT WEALTH MANAGEMENT, LLC (CRD# 154310) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.