| Name | Title | Ownership | Since |
|---|---|---|---|
| Antonio Disorbo | Partner | Under 5% | 2020 |
| Denis Michael Horrigan Control | Partner | 10-25% | 2011 |
| Jarrett Franklin Solomon | Partner | Under 5% | 2020 |
Connecticut Wealth Management, LLC reports $3.7 billion in regulatory assets under management on its Form ADV.
Connecticut Wealth Management, LLC reports 65 employees.
Connecticut Wealth Management, LLC is based in Farmington, CT and has been SEC-registered since 2012.
Connecticut Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 281 Farmington Avenue, Farmington, CT 06032-1911 |
| Phone | 860-470-0290 |
| Fax | 860-470-0289 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $3.64B |
| Non-discretionary | $69.5M |
| Total (RAUM) | $3.71B |