Connecticut Wealth Management, LLC

Connecticut Wealth Management, LLC (CRD# 154310) is a financial advisory firm headquartered in Farmington, CT. They manage $486,691,703 in 1,091 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    487
    MILLION
  • Total Number of Accounts
    1,091
    ACCOUNTS
  • Average Account Value
    $446,097
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NC, NH, NY, TX, VT

Financial Advisors at Connecticut Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Kevin C. Leahy
CRD#: 4245603
281 Farmington Avenue, Farmington, CT 06032
96
Wealthminder
score

Kevin Leahy (CRD# 4245603) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 16 years of experience in the finance industry. Kevin Leahy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jarrett F. Solomon
CRD#: 4693541
281 Farmington Avenue, Farmington, CT 06032
96
Wealthminder
score

Jarrett Solomon (CRD# 4693541) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 13 years of experience in the finance industry. Jarrett Solomon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ryan P. Tuttle
CRD#: 5013022
281 Farmington Avenue, Farmington, CT 06032
96
Wealthminder
score

Ryan Tuttle (CRD# 5013022) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 8 years of experience in the finance industry. Ryan Tuttle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kathleen M. Christensen
CRD#: 5344482
281 Farmington Avenue, Farmington, CT 06032
93
Wealthminder
score

Kathleen Christensen (CRD# 5344482) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 8 years of experience in the finance industry.

5
Denis M. Horrigan
CRD#: 2214876
281 Farmington Avenue, Farmington, CT 06032
93
Wealthminder
score

Denis Horrigan (CRD# 2214876) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 24 years of experience in the finance industry.

6
Kayse A. Kress
CRD#: 5060633
281 Farmington Avenue, Farmington, CT 06032
93
Wealthminder
score

Kayse Kress (CRD# 5060633) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 8 years of experience in the finance industry.

7
Michael A. Tedone
CRD#: 4414244
281 Farmington Avenue, Farmington, CT 06032
93
Wealthminder
score

Michael Tedone (CRD# 4414244) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 15 years of experience in the finance industry.

8
Elizabeth A. Debassio
CRD#: 5185156
281 Farmington Avenue, Farmington, CT 06032
87
Wealthminder
score

Elizabeth Debassio (CRD# 5185156) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.

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