WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
CRD #112243 SEC #801-58282 GLASTONBURY, CT 860-430-9766
SEC Registered
Total AUM
$501.2M
Discretionary
$501.2M
Employees
8
Clients
251
Accounts
1,143
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $501.2M | $501.2M | $0 | 8 | 0 |
| Apr 2025 | $501.2M | $501.2M | $0 | 8 | 0 |
| Mar 2025 | $501.2M | $501.2M | $0 | 8 | 0 |
| Sep 2024 | $453.1M | $453.1M | $0 | 5 | 0 |
| Aug 2024 | $453.1M | $453.1M | $0 | 5 | 0 |
| May 2024 | $453.1M | $453.1M | $0 | 5 | 0 |
| Mar 2024 | $453.1M | $453.1M | $0 | 5 | 0 |
| Oct 2023 | $388.7M | $388.7M | $0 | 5 | 0 |
| Sep 2023 | $388.7M | $388.7M | $0 | 5 | 0 |
| Aug 2023 | $388.7M | $388.7M | $0 | 5 | 0 |
| Mar 2023 | $388.7M | $388.7M | $0 | 5 | 0 |
| Nov 2022 | $466.4M | $466.4M | $0 | 5 | 0 |
| Sep 2022 | $466.4M | $466.4M | $0 | 6 | 0 |
| Mar 2022 | $466.4M | $466.4M | $0 | 6 | 0 |
| Mar 2021 | $389.1M | $389.1M | $0 | 4 | 1 |
| Oct 2020 | $328.3M | $328.3M | $0 | 4 | 1 |
| Jun 2020 | $328.3M | $328.3M | $0 | 4 | 1 |
| Jan 2020 | $328.3M | $328.3M | $0 | 4 | 1 |
| Mar 2019 | $271M | $271M | $0 | 5 | 2 |
| May 2018 | $283.8M | $283.8M | $0 | 4 | 2 |
| Mar 2018 | $287.3M | $287.3M | $0 | 4 | 2 |
| Mar 2017 | $237.3M | $237.3M | $0 | 5 | 200 |
| Jul 2016 | $219.9M | $219.9M | $0 | 3 | 200 |
| Mar 2016 | $215.5M | $215.5M | $0 | 4 | 200 |
| Dec 2015 | $214.7M | $214.7M | $0 | 4 | 200 |
| Feb 2015 | $207.7M | $207.7M | $0 | 4 | 200 |
| Mar 2014 | $189.9M | $189.9M | $0 | 4 | 200 |
| Mar 2014 | $189.9M | $189.9M | $0 | 4 | 200 |
| Mar 2013 | $165.2M | $165.2M | $0 | 4 | 200 |
| Mar 2012 | $95.8M | $95.8M | $0 | 1 | 26 |
| Jul 2011 | $85.2M | $85.2M | $0 | 5 | -- |
| Mar 2011 | $85.2M | $85.2M | $0 | 5 | -- |
| Mar 2011 | $85.2M | $85.2M | $0 | 5 | -- |
| Mar 2008 | $74.8M | $74.8M | $0 | 5 | -- |
| Apr 2007 | $61.6M | $61.6M | $0 | 5 | -- |
| Mar 2007 | $61.6M | $61.6M | $0 | 5 | -- |
| Mar 2006 | $49M | $49M | $0 | 5 | -- |
| Mar 2004 | $34.2M | $34.2M | $0 | 5 | -- |
DateApr 2025
Total AUM$501.2M
Discretionary$501.2M
Non-Disc.$0
Employees8
Clients0
DateApr 2025
Total AUM$501.2M
Discretionary$501.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$501.2M
Discretionary$501.2M
Non-Disc.$0
Employees8
Clients0
DateSep 2024
Total AUM$453.1M
Discretionary$453.1M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$453.1M
Discretionary$453.1M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$453.1M
Discretionary$453.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$453.1M
Discretionary$453.1M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$388.7M
Discretionary$388.7M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$388.7M
Discretionary$388.7M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$388.7M
Discretionary$388.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$388.7M
Discretionary$388.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$466.4M
Discretionary$466.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$466.4M
Discretionary$466.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$466.4M
Discretionary$466.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$389.1M
Discretionary$389.1M
Non-Disc.$0
Employees4
Clients1
DateOct 2020
Total AUM$328.3M
Discretionary$328.3M
Non-Disc.$0
Employees4
Clients1
DateJun 2020
Total AUM$328.3M
Discretionary$328.3M
Non-Disc.$0
Employees4
Clients1
DateJan 2020
Total AUM$328.3M
Discretionary$328.3M
Non-Disc.$0
Employees4
Clients1
DateMar 2019
Total AUM$271M
Discretionary$271M
Non-Disc.$0
Employees5
Clients2
DateMay 2018
Total AUM$283.8M
Discretionary$283.8M
Non-Disc.$0
Employees4
Clients2
DateMar 2018
Total AUM$287.3M
Discretionary$287.3M
Non-Disc.$0
Employees4
Clients2
DateMar 2017
Total AUM$237.3M
Discretionary$237.3M
Non-Disc.$0
Employees5
Clients200
DateJul 2016
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees3
Clients200
DateMar 2016
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees4
Clients200
DateDec 2015
Total AUM$214.7M
Discretionary$214.7M
Non-Disc.$0
Employees4
Clients200
DateFeb 2015
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$189.9M
Discretionary$189.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$189.9M
Discretionary$189.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$95.8M
Discretionary$95.8M
Non-Disc.$0
Employees1
Clients26
DateJul 2011
Total AUM$85.2M
Discretionary$85.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$85.2M
Discretionary$85.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$85.2M
Discretionary$85.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$74.8M
Discretionary$74.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$61.6M
Discretionary$61.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$61.6M
Discretionary$61.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees5
Clients--