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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VP OPERATIONS AND ADMINISTRATION | NA | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| HUGHES, NOLAN, BLAKE | I | OUTSOURCED CHIEF COMPLIANCE OFFICER | NA | |
| HUGHES, NOLAN, BLAKE | I | OUTSOURCED CHIEF COMPLIANCE OFFICER | NA | |
| HUGHES, NOLAN, BLAKE | I | OUTSOURCED CHIEF COMPLIANCE OFFICER | NA | |
| HUGHES, NOLAN, BLAKE | I | OUTSOURCED CHIEF COMPLIANCE OFFICER | NA | |
| HUGHES, NOLAN, BLAKE | I | OUTSOURCED CHIEF COMPLIANCE OFFICER | NA | |
| HUGHES, NOLAN, BLAKE | I | OUTSOURCED CHIEF COMPLIANCE OFFICER | NA | |
| HUGHES, NOLAN, BLAKE | I | OUTSOURCED CHIEF COMPLIANCE OFFICER | NA | |
| WOOSTER, ALAN, DALE | I | PRESIDENT / CCO | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT & CEO | E | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT & CEO | D | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT & CEO | D | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT & CEO | D | Control |
| WOOSTER, ALAN, DALE | I | PRESIDENT & CEO | D | Control |
| WOOSTER, ALAN, DALE | I | CEO | D | Control |
| WOOSTER, ALAN, DALE | I | SHAREHOLDER | C | Control |
| WOOSTER, ALAN, DALE | I | CEO | C | Control |
| WOOSTER, ALAN, DALE | I | SHAREHOLDER | C | Control |
| WOOSTER, ALAN, DALE | I | SHAREHOLDER | C | Control |
| WOOSTER, ALAN, DALE | I | SHAREHOLDER | C | Control |
| WOOSTER, ALAN, DALE | I | SHAREHOLDER | C | Control |
| WOOSTER, ALAN, DALE | I | SHAREHOLDER | C | Control |
| WOOSTER, ALAN, DALE | I | SHAREHOLDER | C | Control |
| WOOSTER, ALAN, DALE | I | SHAREHOLDER | C | Control |
| WOOSTER, ALAN, DALE | I | SHAREHOLDER | C | Control |
| WOOSTER, ALAN, DALE | I | SHAREHOLDER | C | Control |
| WOOSTER, ALAN, DALE | I | SHAREHOLDER | C | Control |
| WOOSTER, ALAN, DALE | I | SHAREHOLDER | C | Control |
| WOOSTER, ALAN, DALE | I | SHAREHOLDER | C | Control |
| WOOSTER, ALAN, DALE | I | SHAREHOLDER | C | Control |
| Corthell, Matthew, William | I | VICE PRESIDENT | B | Control |
| Corthell, Matthew, William | I | VICE PRESIDENT | B | Control |
| Corthell, Matthew, William | I | VICE PRESIDENT | B | Control |
| Corthell, Matthew, William | I | VICE PRESIDENT | B | Control |
| Corthell, Matthew, William | I | PRESIDENT | B | Control |
| Corthell, Matthew, William | I | PRESIDENT & CEO | B | Control |
| Corthell, Matthew, William | I | PRESIDENT | B | Control |
| Corthell, Matthew, William | I | PRESIDENT & CEO | B | Control |
| Corthell, Matthew, William | I | PRESIDENT & CEO | B | Control |
| Corthell, Matthew, William | I | PRESIDENT & CEO | B | Control |
| Corthell, Matthew, William | I | PRESIDENT & CEO | B | Control |
| Corthell, Matthew, William | I | PRESIDENT & CEO | B | Control |
| Corthell, Matthew, William | I | PRESIDENT & CEO | B | Control |
| Corthell, Matthew, William | I | PRESIDENT & CEO | B | Control |
| Corthell, Matthew, William | I | PRESIDENT & CEO | B | Control |
| Corthell, Matthew, William | I | PRESIDENT & CEO | B | Control |
| Corthell, Matthew, William | I | PRESIDENT & CEO | B | Control |
| Corthell, Matthew, William | I | PRESIDENT & CEO | B | Control |
| Corthell, Matthew, William | I | PRESIDENT & CEO | B | Control |
| Corthell, Matthew, William | I | PRESIDENT & CEO | B | Control |
| Kelly, Katherine, Zoe | I | DIRECTOR OF OPERATIONS AND ADMINISTRATION | B | |
| Kelly, Katherine, Zoe | I | DIRECTOR OF OPERATIONS AND ADMINISTRATION | B | |
| Kelly, Katherine, Zoe | I | DIRECTOR OF OPERATIONS AND ADMINISTRATION | B | |
| Kelly, Katherine, Zoe | I | DIRECTOR OF OPERATIONS AND ADMINISTRATION | B | |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | Control |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | Control |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | Control |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | Control |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | Control |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | Control |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | Control |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | Control |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | Control |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | Control |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | Control |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | Control |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | Control |
| Kelly, Katherine, Zoe | I | CHIEF OPERATING OFFICER | B | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHAIRMAN OF THE BOARD/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHAIRMAN OF THE BOARD/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHAIRMAN OF THE BOARD/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHAIRMAN OF THE BOARD/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHAIRMAN OF THE BOARD/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHAIRMAN OF THE BOARD/VICE PRESIDENT | A | Control |
| CORTHELL, LYNN, RICKARDS | I | CHAIRMAN OF THE BOARD/VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Apr 3, 2025 REGISTERED
Notice Filings (12)
AZ CA CO CT FL MA NC NH NJ NY SC TX
Address
655 WINDING BROOK DRIVESUITE 2030
GLASTONBURY, CT 06033-4335
United States
Phone: 860-430-9766