Connecticut Wealth Management
Finance · Connecticut, United States · 51-200 Employees
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Overview
Headquarters
281 Farmington Ave, Farmington, Connecti...Phone Number
(860) 470-0290Website
www.ctwealthmgmt.comRevenue
$60.8 MillionIndustry
ZI Rank: 3
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
2
2
2
3
About Connecticut Wealth Management
Connecticut Wealth Management is a registered investment advisory firm that provides personalized wealth management, financial planning, tax strategy, and investment advisory services. It serves high-net-worth individuals, business owners, and families, focusing on long-term financial goals through holistic, client-centered portfolio and risk management solutions.Explore more
Connecticut Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Connecticut Wealth Manage...
$60.8M
51-200
Private
<$5M
2010
Michael TedonePartner & Chief Financial Officer
Company Profile Activity
Activity Insights
Connecticut Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Connecticut Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Connecticut Wealth Management.
Connecticut Wealth Management financials insights
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2020
Debt
$350K
Connecticut Wealth Management Tech Stack
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Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
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Connecticut Wealth Management News & Media
Connecticut Wealth Management Celebrates 10th Anniversary
FARMINGTON, Conn.--(BUSINESS WIRE)--Connecticut Wealth Management, LLC. (CTWM), a registered investment advisor celebrates a milestone ten years in business.Connecticut Wealth Management LLC. Completes Merger with Capital Strategies Inc.
FARMINGTON, Conn.--(BUSINESS WIRE)-- #Connecticut--Connecticut Wealth Management LLC. (CTWM) announced today they have successfully merged Capital Strategies Inc. into the CTWM team.
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Connecticut Wealth Management is a registered investment advisory firm that provides personalized wealth management, financial planning, tax strategy, and investment advisory services. It serves high-net-worth individuals, business owners, and families, focusing on long-term financial goals through holistic, client-centered portfolio and risk manag... Read More
