SEC Form ADV

CONNECTICUT WEALTH MANAGEMENT, LLC

Registered Investment AdviserCT
$4.5B
Assets Under Management
5,287
Total Clients
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Registration Details

Accession
CRD-154310
Location
FARMINGTON, CT
Filing Date
May 8, 2026
AUM
$4.5B
Total Clients
5,287
Amendment
No

About this Adviser

CONNECTICUT WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in FARMINGTON, CT, managing approximately $4.5B in assets across 5,287 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.