Connecticut Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Farmington, CT. Its latest Form ADV filing, dated March 30, 2026, reports $4.5B in regulatory assets under management, 74 employees, 1 office, and 5,287 accounts.
Assets Under Management
$4.5B
Employees
74
Offices
1 office
Total Clients
1,517
Primary office
FARMINGTON, CT
281 FARMINGTON AVENUE, FARMINGTON, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.7% of total clients.
Top client categories% of clientsClients
1
HNWI
54.7%
830
2
Individuals
31.2%
473
3
Charitable
12.0%
182
4
Corporations
2.1%
32
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.5Bas of March 30, 2026
Discretionary98.3%
$4.4B
98% of total RAUM98.3%
Non-discretionary1.7%
$74M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.5B
Total Accounts5,287
10Y AUM Change+$3.9B (+719.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees74
Clients per Employee21:1
10Y Employee Change+59 (+393.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.