Connecticut Wealth Management, LLC

Connecticut Wealth Management, LLC (CRD# 154310) is a financial advisory firm headquartered in Farmington, CT. They manage $3,168,312,415 in 1,388 accounts and serve the financial needs of clients across 24 states (or territories).

Current Firm Details
281 Farmington Avenue, Farmington, CT 06032
https://vimeo.com/user52066029
By the Numbers
  • Total Assets Under Management
    3,168
    MILLION
  • Total Number of Accounts
    1,388
    ACCOUNTS
  • Average Account Value
    $2,282,646
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA

Financial Advisors at Connecticut Wealth Management, LLC
Showing 31 - 31 of 31 top financial advisors.
31
Jake Woznyk, financial advisor Farmington CT
Jake Woznyk
CRD#: 7798532
281 Farmington Avenue, Farmington, CT 06032

Jake Woznyk (CRD# 7798532) 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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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