Connecticut Wealth Management Revenue

Investment Management • Farmington, Connecticut, United States • 51-100 Employees

Connecticut Wealth Management revenue & valuation

Annual revenue	$18,000,000
Revenue per employee	$233,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$57,400,000
Total funding	No funding

Key Contacts at Connecticut Wealth Management

Alec Rosen

Director Of Growth

Kevin Leahy

Founder, President & Ceo

Denis M. Horrigan

Partner & Co-Founder

Deborah Hopper

Director Of People

John Shanleycfp

Senior Financial Advisor And Assistant Director Of The Investment Committee

Tanya C. D'Addio

Director, Client & Team Experiences

Josh Sweeney

Director Of Investments

Company overview

Headquarters	281 Farmington Ave, Farmington, Connecticut 06032, US
Phone number	+18604700290
Website	ctwealthmgmt.com
NAICS	5231
SIC	874
Keywords	Risk Management, Tax Planning, Business Succession Planning, Wealth Management, Exit Planning, Asset Management, Executive Benefits, Financial Planning, Estate Planning, Investment Management, Business Owner Planning, Charitable Gift Planning
Founded	2010
Employees	51-100
Socials

Connecticut Wealth Management Email Formats

Connecticut Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@ctwealthmgmt.com), used 76.8% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@ctwealthmgmt.com	76.8%
{first name}{last name}	johndoe@ctwealthmgmt.com	20.3%
{last name}{last name}	doedoe@ctwealthmgmt.com	2.9%

About Connecticut Wealth Management

Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice for high-net-worth individuals, including business owners, executives, and multigenerational families. CTWM's mission is to turn life's aspirations into reality for our clients and team. With a focus on maintaining a low client-to-advisor ratio, crafting comprehensive financial plans, and employing a team approach, CTWM's experienced advisors strive to provide exceptional service while fostering genuine relationships. For a list of states in which we are registered to do business, please visit www.ctwealthmgmt.com.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Connecticut Wealth Management has 40 employees across 8 departments.

Departments

Number of employees

Funding Data

Connecticut Wealth Management has never raised funding before.

Connecticut Wealth Management Tech Stack

Discover the technologies and tools that power Connecticut Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

WP Rocket

Caching

PWA

Miscellaneous

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

LiteSpeed

Web servers

Apple iCloud Mail

Webmail

HTTP/3

Miscellaneous

PHP

Programming languages

Frequently asked questions

Connecticut Wealth Management is located in Farmington, Connecticut, US.

You can reach Connecticut Wealth Management at +18604700290.

Connecticut Wealth Management generates an estimated annual revenue of $17,918,375. This revenue figure reflects the company's market position and business performance in its industry.

Connecticut Wealth Management has an estimated valuation of $57,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Connecticut Wealth Management was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Connecticut Wealth Management has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.