Joshua Edward Sweeney
Chief Investment OfficerConnecticut Wealth Management, LLCCRD 5951845
About Joshua Edward Sweeney
Joshua Edward Sweeney is listed as Chief Investment Officer at Connecticut Wealth Management, LLC in Farmington, CT. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Connecticut Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joshua Edward Sweeney work?
Joshua Edward Sweeney is listed as Chief Investment Officer at Connecticut Wealth Management, LLC on SEC Form ADV.
How much of Connecticut Wealth Management, LLC does Joshua Edward Sweeney own?
Form ADV reports a beneficial ownership band of Under 5%.
Connecticut Wealth Management, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |