CONNECTICUT WEALTH MANAGEMENT, LLC
CRD #154310 SEC #801-73061 FARMINGTON, CT 860-470-0290
SEC Registered
Total AUM
$3.7B
Discretionary
$3.6B
Employees
65
Clients
51
Accounts
4,737
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.7B | $3.6B | $69.5M | 65 | 0 |
| Mar 2024 | $3.2B | $3.1B | $66M | 64 | 1 |
| Jan 2024 | $2.1B | $2.1B | $59.5M | 63 | 0 |
| Dec 2023 | $2.1B | $2.1B | $59.5M | 64 | 0 |
| Oct 2023 | $2.1B | $2.1B | $59.5M | 63 | 0 |
| Sep 2023 | $2.1B | $2.1B | $59.5M | 58 | 0 |
| Apr 2023 | $2.1B | $2.1B | $59.5M | 58 | 0 |
| Apr 2023 | $2.1B | $2.1B | $59.5M | 57 | 0 |
| Mar 2023 | $2.1B | $2.1B | $59.5M | 55 | 0 |
| Feb 2023 | $2.4B | $2.3B | $82.9M | 55 | 20 |
| Jan 2023 | $2.4B | $2.3B | $82.9M | 51 | 20 |
| Nov 2022 | $2.4B | $2.3B | $82.9M | 52 | 20 |
| Oct 2022 | $2.4B | $2.3B | $82.9M | 51 | 20 |
| Aug 2022 | $2.4B | $2.3B | $82.9M | 50 | 20 |
| Aug 2022 | $2.4B | $2.3B | $82.9M | 49 | 20 |
| Aug 2022 | $2.4B | $2.3B | $82.9M | 50 | 20 |
| Jun 2022 | $2.4B | $2.3B | $82.9M | 49 | 20 |
| Mar 2022 | $2.4B | $2.3B | $82.9M | 48 | 20 |
| Sep 2021 | $2.1B | $2B | $77.7M | 42 | 13 |
| Aug 2021 | $2.1B | $2B | $77.7M | 36 | 13 |
| Jul 2021 | $2.1B | $2B | $77.7M | 36 | 13 |
| Jun 2021 | $2.1B | $2B | $77.7M | 36 | 13 |
| May 2021 | $2.1B | $2B | $77.7M | 36 | 13 |
| May 2021 | $2.1B | $2B | $77.7M | 39 | 13 |
| Apr 2021 | $2.1B | $2B | $77.7M | 42 | 13 |
| Mar 2021 | $2.1B | $2B | $77.7M | 39 | 13 |
| Mar 2021 | $1.6B | $1.5B | $69.5M | 27 | 16 |
| Aug 2020 | $1.6B | $1.5B | $69.5M | 26 | 16 |
| Jul 2020 | $1.6B | $1.5B | $69.5M | 25 | 16 |
| Jun 2020 | $1.6B | $1.5B | $69.5M | 25 | 16 |
| Jun 2020 | $1.6B | $1.5B | $69.5M | 25 | 16 |
| Apr 2020 | $1.6B | $1.5B | $69.5M | 25 | 16 |
| Apr 2020 | $1.6B | $1.5B | $69.5M | 18 | 16 |
| Mar 2020 | $1.6B | $1.5B | $69.5M | 18 | 16 |
| Jun 2019 | $703.2M | $647.9M | $55.3M | 17 | 12 |
| Mar 2019 | $703.2M | $647.9M | $55.3M | 17 | 12 |
| Sep 2018 | $677.6M | $633.9M | $43.6M | 15 | 12 |
| Mar 2018 | $677.6M | $633.9M | $43.6M | 15 | 12 |
| Mar 2017 | $546.5M | $524.7M | $21.8M | 15 | 700 |
| Aug 2016 | $486.7M | $420.8M | $65.8M | 14 | 400 |
| May 2016 | $486.7M | $420.8M | $65.8M | 14 | 400 |
| Mar 2016 | $486.7M | $420.8M | $65.8M | 14 | 400 |
| Aug 2015 | $485.4M | $477.4M | $8M | 15 | 400 |
| Jun 2015 | $485.4M | $477.4M | $8M | 15 | 400 |
| Apr 2015 | $485.4M | $477.4M | $8M | 15 | 400 |
| Mar 2015 | $485.4M | $477.4M | $8M | 15 | 400 |
| Jan 2015 | $428.3M | $395.6M | $32.7M | 13 | 300 |
| Apr 2014 | $428.3M | $395.6M | $32.7M | 13 | 300 |
| Mar 2014 | $428.3M | $395.6M | $32.7M | 13 | 300 |
| Aug 2013 | $241M | $227.2M | $13.8M | 12 | 300 |
| Jun 2013 | $241M | $227.2M | $13.8M | 12 | 300 |
| Apr 2013 | $241M | $227.2M | $13.8M | 9 | 300 |
| Apr 2013 | $241M | $227.2M | $13.8M | 9 | 300 |
| Apr 2013 | $241M | $227.2M | $13.8M | 9 | 300 |
| Mar 2013 | $241M | $227.2M | $13.8M | 9 | 300 |
| Mar 2012 | $166.3M | $166.3M | $0 | 6 | 300 |
| Mar 2012 | $166.3M | $166.3M | $0 | 6 | 300 |
| Feb 2012 | $166.3M | $166.3M | $0 | 6 | 300 |
| Jan 2012 | $166.3M | $166.3M | $0 | 6 | 300 |
DateMar 2025
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$69.5M
Employees65
Clients0
DateMar 2024
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$66M
Employees64
Clients1
DateJan 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$59.5M
Employees63
Clients0
DateDec 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$59.5M
Employees64
Clients0
DateOct 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$59.5M
Employees63
Clients0
DateSep 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$59.5M
Employees58
Clients0
DateApr 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$59.5M
Employees58
Clients0
DateApr 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$59.5M
Employees57
Clients0
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$59.5M
Employees55
Clients0
DateFeb 2023
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$82.9M
Employees55
Clients20
DateJan 2023
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$82.9M
Employees51
Clients20
DateNov 2022
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$82.9M
Employees52
Clients20
DateOct 2022
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$82.9M
Employees51
Clients20
DateAug 2022
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$82.9M
Employees50
Clients20
DateAug 2022
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$82.9M
Employees49
Clients20
DateAug 2022
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$82.9M
Employees50
Clients20
DateJun 2022
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$82.9M
Employees49
Clients20
DateMar 2022
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$82.9M
Employees48
Clients20
DateSep 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$77.7M
Employees42
Clients13
DateAug 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$77.7M
Employees36
Clients13
DateJul 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$77.7M
Employees36
Clients13
DateJun 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$77.7M
Employees36
Clients13
DateMay 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$77.7M
Employees36
Clients13
DateMay 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$77.7M
Employees39
Clients13
DateApr 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$77.7M
Employees42
Clients13
DateMar 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$77.7M
Employees39
Clients13
DateMar 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$69.5M
Employees27
Clients16
DateAug 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$69.5M
Employees26
Clients16
DateJul 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$69.5M
Employees25
Clients16
DateJun 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$69.5M
Employees25
Clients16
DateJun 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$69.5M
Employees25
Clients16
DateApr 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$69.5M
Employees25
Clients16
DateApr 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$69.5M
Employees18
Clients16
DateMar 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$69.5M
Employees18
Clients16
DateJun 2019
Total AUM$703.2M
Discretionary$647.9M
Non-Disc.$55.3M
Employees17
Clients12
DateMar 2019
Total AUM$703.2M
Discretionary$647.9M
Non-Disc.$55.3M
Employees17
Clients12
DateSep 2018
Total AUM$677.6M
Discretionary$633.9M
Non-Disc.$43.6M
Employees15
Clients12
DateMar 2018
Total AUM$677.6M
Discretionary$633.9M
Non-Disc.$43.6M
Employees15
Clients12
DateMar 2017
Total AUM$546.5M
Discretionary$524.7M
Non-Disc.$21.8M
Employees15
Clients700
DateAug 2016
Total AUM$486.7M
Discretionary$420.8M
Non-Disc.$65.8M
Employees14
Clients400
DateMay 2016
Total AUM$486.7M
Discretionary$420.8M
Non-Disc.$65.8M
Employees14
Clients400
DateMar 2016
Total AUM$486.7M
Discretionary$420.8M
Non-Disc.$65.8M
Employees14
Clients400
DateAug 2015
Total AUM$485.4M
Discretionary$477.4M
Non-Disc.$8M
Employees15
Clients400
DateJun 2015
Total AUM$485.4M
Discretionary$477.4M
Non-Disc.$8M
Employees15
Clients400
DateApr 2015
Total AUM$485.4M
Discretionary$477.4M
Non-Disc.$8M
Employees15
Clients400
DateMar 2015
Total AUM$485.4M
Discretionary$477.4M
Non-Disc.$8M
Employees15
Clients400
DateJan 2015
Total AUM$428.3M
Discretionary$395.6M
Non-Disc.$32.7M
Employees13
Clients300
DateApr 2014
Total AUM$428.3M
Discretionary$395.6M
Non-Disc.$32.7M
Employees13
Clients300
DateMar 2014
Total AUM$428.3M
Discretionary$395.6M
Non-Disc.$32.7M
Employees13
Clients300
DateAug 2013
Total AUM$241M
Discretionary$227.2M
Non-Disc.$13.8M
Employees12
Clients300
DateJun 2013
Total AUM$241M
Discretionary$227.2M
Non-Disc.$13.8M
Employees12
Clients300
DateApr 2013
Total AUM$241M
Discretionary$227.2M
Non-Disc.$13.8M
Employees9
Clients300
DateApr 2013
Total AUM$241M
Discretionary$227.2M
Non-Disc.$13.8M
Employees9
Clients300
DateApr 2013
Total AUM$241M
Discretionary$227.2M
Non-Disc.$13.8M
Employees9
Clients300
DateMar 2013
Total AUM$241M
Discretionary$227.2M
Non-Disc.$13.8M
Employees9
Clients300
DateMar 2012
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees6
Clients300
DateFeb 2012
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees6
Clients300
DateJan 2012
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees6
Clients300