Joshua Isaac Brier
Chief Operating OfficerConnecticut Wealth Management, LLCCRD 4897147
About Joshua Isaac Brier
Joshua Isaac Brier is listed as Chief Operating 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 Isaac Brier work?
Joshua Isaac Brier is listed as Chief Operating Officer at Connecticut Wealth Management, LLC on SEC Form ADV.
How much of Connecticut Wealth Management, LLC does Joshua Isaac Brier own?
Form ADV reports a beneficial ownership band of Under 5%.
Connecticut Wealth Management, LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |