| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Dale Wooster Control | Shareholder | 25-50% | 2022 |
| Katherine Zoe Kelly Control | Chief Operating Officer | 10-25% | 2022 |
| Lynn Rickards Corthell Control | Chairman Of The Board/Vice President | 5-10% | 2024 |
Wooster Corthell Wealth Management, Inc. reports $501.2 million in regulatory assets under management on its Form ADV.
Wooster Corthell Wealth Management, Inc. reports 8 employees.
Wooster Corthell Wealth Management, Inc. is based in Glastonbury, CT.
Wooster Corthell Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 655 Winding Brook Drive, Suite 2030, Glastonbury, CT 06033-4335 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $501.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $501.2M |