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Gathering insights about Connecticut Wealth Management, LLC

Similar companies to Connecticut Wealth Management, LLC

Connecticut Wealth Management, LLC Tech Stack

Connecticut Wealth Management, LLC uses 8 technology products and services including Magnite, Canva, Open Graph, and more. Explore Connecticut Wealth Management, LLC's tech stack below.

  • Magnite
    Advertising
  • Canva
    Audio, Video, Graphics
  • Open Graph
    Content Management System
  • oEmbed
    Dev Tools
  • Module Federation
    Development
  • Apple iCloud Mail
    Email
  • DigitalOcean Web Hosting
    Web Hosting
  • Gravity Forms
    Web Platform Extensions

Media & News

Connecticut Wealth Management, LLC's Email Address Formats

Connecticut Wealth Management, LLC uses at least 1 format(s):
Connecticut Wealth Management, LLC Email FormatsExamplePercentage
FLast@ctwealthmgmt.comJDoe@ctwealthmgmt.com
48%
Last@ctwealthmgmt.comDoe@ctwealthmgmt.com
4%
FLast@ctwealthmgmt.comJDoe@ctwealthmgmt.com
48%

Frequently Asked Questions

Where is Connecticut Wealth Management, LLC's headquarters located?

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Connecticut Wealth Management, LLC's main headquarters is located at 281 Farmington Avenue Farmington, Connecticut 06032 United States. The company has employees across 1 continents, including North America.

What is Connecticut Wealth Management, LLC's phone number?

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You can contact Connecticut Wealth Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Connecticut Wealth Management, LLC's official website and social media links?

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Connecticut Wealth Management, LLC's official website is ctwealthmgmt.com and has social profiles on LinkedIn.

How much revenue does Connecticut Wealth Management, LLC generate?

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As of February 2026, Connecticut Wealth Management, LLC's annual revenue is estimated to be $687K.

What is Connecticut Wealth Management, LLC's SIC code NAICS code?

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Connecticut Wealth Management, LLC's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Connecticut Wealth Management, LLC have currently?

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As of February 2026, Connecticut Wealth Management, LLC has approximately 88 employees across 1 continents, including North America. Key team members include Chief Operating Officer: J. I. B.Chief Investment Officer: J. S.Chief Financial Officer: E. N.. Explore Connecticut Wealth Management, LLC's employee directory with LeadIQ.

What industry does Connecticut Wealth Management, LLC belong to?

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Connecticut Wealth Management, LLC operates in the Investment Management industry.

What technology does Connecticut Wealth Management, LLC use?

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Connecticut Wealth Management, LLC's tech stack includes MagniteCanvaOpen GraphoEmbedModule FederationApple iCloud MailDigitalOcean Web HostingGravity Forms.

What is Connecticut Wealth Management, LLC's email format?

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Connecticut Wealth Management, LLC's email format typically follows the pattern of FLast@ctwealthmgmt.com. Find more Connecticut Wealth Management, LLC email formats with LeadIQ.

When was Connecticut Wealth Management, LLC founded?

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Connecticut Wealth Management, LLC was founded in 2010.

Connecticut Wealth Management, LLC

Investment ManagementConnecticut, United States51-200 Employees

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.

Section iconCompany Overview

Headquarters
281 Farmington Avenue Farmington, Connecticut 06032 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
2010
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Connecticut Wealth Management, LLC's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Connecticut Wealth Management, LLC's revenue is estimated to be in the range of $100M$250M

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