Wooster Corthell Wealth Management, Inc.
CRD 112243SEC# 801-58282Glastonbury, CT
No longer SEC-registered. Wooster Corthell Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$501.2M
Employees
8
Accounts
1,143
Location
Glastonbury, CT
Wooster Corthell Wealth Management, Inc. assets under management
Wooster Corthell Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Glastonbury, CT. It reports $501.2 million in regulatory assets under management and employs 8 people.
Wooster Corthell Wealth Management, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Dale Wooster Control | Shareholder | 25-50% | 2022 |
| Katherine Zoe Kelly Control | Chief Operating Officer | 10-25% | 2022 |
| Lynn Rickards Corthell Control | Chairman Of The Board/Vice President | 5-10% | 2024 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wooster Corthell Wealth Management, Inc. manage?
Wooster Corthell Wealth Management, Inc. reports $501.2 million in regulatory assets under management on its Form ADV.
How many employees does Wooster Corthell Wealth Management, Inc. have?
Wooster Corthell Wealth Management, Inc. reports 8 employees.
Where is Wooster Corthell Wealth Management, Inc. located?
Wooster Corthell Wealth Management, Inc. is based in Glastonbury, CT.
Does Wooster Corthell Wealth Management, Inc. disclose fund performance?
Wooster Corthell Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 655 Winding Brook Drive, Suite 2030, Glastonbury, CT 06033-4335 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$501.2MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$501.2Mregulatory AUM
Discretionary $501.2M