Insights

Growing Client Base Connecticut Wealth Management has been recognized for rapid growth, ranking #46 on Financial Advisor Magazine's 50 Fastest Growing RIAs for 2023, indicating an expanding high-net-worth client portfolio and potential demand for tailored financial products and advisory services.

Strategic Partnerships The firm's recent partnership with the University of Connecticut to launch a student wealth management cohort presents opportunities for financial technology collaborations, educational programs, and talent acquisition initiatives.

Leadership Expansion With recent promotions including a new Chief Operating Officer and CFO, CTWM is strengthening its executive team, opening doors for executive-style financial solutions, leadership training services, and enterprise-level financial tools.

Investment Activities The company has made significant asset investments, such as acquiring over a million dollars in stakes like Parker-Hannifin, highlighting a potential interest in asset management solutions, private equity opportunities, and institutional investment platforms.

Technology Adoption Utilizing a tech stack that includes digital hosting, web forms, and cloud services, CTWM values innovative technology, presenting opportunities to offer advanced wealth management platforms, cybersecurity solutions, and client engagement tools.

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 Formats	Example	Percentage
FLast@ctwealthmgmt.com	JDoe@ctwealthmgmt.com	48%
Last@ctwealthmgmt.com	Doe@ctwealthmgmt.com	4%
First.Last@ctwealthmgmt.com	John.Doe@ctwealthmgmt.com	1%
FLast@ctwealthmgmt.com	JDoe@ctwealthmgmt.com	47%

Frequently Asked Questions

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

You can contact Connecticut Wealth Management, LLC's main corporate office by phone at

+1-860-470-****

. 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?

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?

As of December 2025, Connecticut Wealth Management, LLC's annual revenue is estimated to be $687K.

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

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?

As of December 2025, Connecticut Wealth Management, LLC has approximately 77 employees across 1 continents, including North America. Key team members include Chief Operating Officer: J. I. B.Chief Financial Officer: E. N.Chief Compliance Officer: R. D. C.. Explore Connecticut Wealth Management, LLC's employee directory with LeadIQ.

What industry does Connecticut Wealth Management, LLC belong to?

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

What technology does Connecticut Wealth Management, LLC use?

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?

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?

Connecticut Wealth Management, LLC was founded in 2010.

Connecticut Wealth Management, LLC

Q: What technology does Connecticut Wealth Management, LLC use?

Connecticut Wealth Management, LLC's tech stack includes X-Content-Type-Options, Nginx, WordPress, jQuery Migrate, Priority Hints.

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.