Connecticut Wealth Management, LLC
● SEC registered since 2012CRD 154310SEC# 801-73061Farmington, CT
Reg. AUM
$4.48B
Employees
74
Accounts
5,287
Location
Farmington, CT
Connecticut Wealth Management, LLC assets under management
Connecticut Wealth Management, LLC operates as an SEC-registered investment adviser based in Farmington, CT. The firm has been registered since 2012. It reports $4.5 billion in regulatory assets under management and employs 74 people.
Connecticut Wealth Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Antonio Disorbo | Partner | Under 5% | 2020 |
| Denis Michael Horrigan Control | Partner | 10-25% | 2011 |
| Eric Francis Natale Control | Chief Financial Officer | Under 5% | 2025 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Connecticut Wealth Management, LLC manage?
Connecticut Wealth Management, LLC reports $4.5 billion in regulatory assets under management on its Form ADV.
How many employees does Connecticut Wealth Management, LLC have?
Connecticut Wealth Management, LLC reports 74 employees.
Where is Connecticut Wealth Management, LLC located?
Connecticut Wealth Management, LLC is based in Farmington, CT and has been SEC-registered since 2012.
Does Connecticut Wealth Management, LLC disclose fund performance?
Connecticut Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 281 Farmington Avenue, Farmington, CT 06032-1911 |
| Phone | 860-470-0290 |
| Fax | 860-470-0289 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.48B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$4.48Bregulatory AUM
Discretionary $4.4BNon-discretionary $74.5M