CONNECTICUT WEALTH MANAGEMENT, LLC
SEC file number 801-73061
· FARMINGTON, CT
https://ctpost.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$2.13B
Discretionary AUM
$2.07B
Employees
63
Clients
—
Firm
- Address
- 281 FARMINGTON AVENUE
FARMINGTON, CT 06032-1911 - Phone
- —
- Website
- https://ctpost.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
-
RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
-
Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
-
Cantata Wealth Management, LLC · D · Feb 19, 2025$2M