Connecticut Wealth Management, LLC

Overview

Connecticut Wealth Management, LLC is an SEC registered investment adviser based in Farmington, CT, registered since 2012. It reports $4.5B in assets under management across 5,287 accounts, with 74 employees. It has 50 investment adviser representatives.

Reported AUM

$4.5B

Discretionary

98%

Accounts

5,287

Average account

$847K

Employees

74

Advisory reps

50

Registered since

2012

Jurisdictions

26

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 10

• Kevin Christopher Leahy President and Chief Compliance Officer CRD 4245603
• Eric Francis Natale Chief Financial Officer CRD 7336308
• Joshua Edward Sweeney Chief Investment Officer CRD 5951845

7 more executive officers, with direct contact details

Advisory reps 3 of 50

• Daniel Murphy Ballou Investment Adviser Rep CRD 6005113
• Jennifer Devanney Barry Registered Rep · Investment Adviser Rep CRD 2620645
• Sabrina Behboudi Investment Adviser Rep CRD 7996469

47 more advisory reps, with emails, phones and branch locations

Location

Headquarters

281 Farmington Ave
Farmington, CT 06032

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 26 jurisdictions
• Website: vimeo.com/user52066029

Every state, with registration dates

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