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Wealth Manager • Farmington, United States

Connecticut Wealth Management

Connecticut Wealth Management is a wealth manager based in Farmington, United States, founded in 2010. Verified contact details, AUM data, and investment preferences on FindLPs.

$546M
Assets Under Mgmt
2010
Year Founded
Wealth Manager
Investor Type
Farmington, United States
Headquarters
About

Connecticut Wealth Management

Connecticut Wealth Management is a unique financial planning and investment advisory firm, catering to individuals, families, business owners and executives. Our financial advisors excel in developing customized financial plans that serve as the framework for our clients, providing a touchstone in times of uncertainty.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.