Connecticut Wealth Management, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 154310
· SEC file 801-73061
· Farmington, CT
· vimeo.com
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ADV data as of May 08, 2026
- Regulatory AUM
- $4.5B
- Discretionary
- $4.4B
- Clients
- 1,517
- Avg AUM / client
- $3.0M
- Accounts
- 5,287
- Employees
- 74
AUM over time
$166M
$4.5B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 473 | $205M | 4.59% |
| High net worth individuals | 830 | $4.1B | 90.9% |
| Charitable organizations | 182 | $83.4M | 1.86% |
| State or municipal government entities | Fewer than 5 clients | $1.3M | 0.03% |
| Corporations and other businesses | 32 | $119M | 2.65% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Physical Therapy & Sports Medicine Centers 401(k) Plan Anb Ptsma Holdings, Inc. | 2024 | |
| Franklin Products, Inc. 401(k) Profit Sharing Plan Franklin Products, Inc. | 2024 | |
| Solutions Manufacturing 401(k) Plan Solutions Manufacturing | 2024 | |
| Bouvier Beckwith & Lennox, Inc. 401(k) Plan Bouvier Beckwith & Lennox, Inc. | 2024 |
People (48)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Christopher Leahy | President | CFP | Oct 2010 (16y) | 50% – 75% |
| Denis Michael Horrigan | Partner | CFP | Oct 2010 (16y) | 10% – 25% |
| Jarrett Franklin Solomon | Partner | CFP | Dec 2011 (15y) | Less than 5% |
| Michael Anthony Tedone | Partner | Personal Financial Specialist | Jun 2013 (13y) | 5% – 10% |
| Antonio Disorbo | Partner | Chartered Financial Consultant | Sep 2020 (6y) | Less than 5% |
| Galloway, Peter, P | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Kathleen M Christensen | Registered representative | Personal Financial Specialist | Jun 2013 (13y) | |
| Megan Alice Trask | Registered representative | CFP | Jun 2017 (9y) | |
| Labib Mannaf Fasihuddin | Registered representative | CFP | Jan 2018 (9y) | |
| Daniel Murphy Ballou | Registered representative | CFP | Jun 2019 (7y) | |
| Jennifer Devanney Barry | Registered representative | CFP | Jun 2019 (7y) | |
| John James Shanley | Registered representative | CFP | Jul 2019 (7y) | |
| Michael Daniel Fernandes | Registered representative | CFP | Sep 2019 (7y) | |
| William Patrick Horigan | Registered representative | CFP | Oct 2019 (7y) | |
| Kevin Briganti | Registered representative | CFP | Feb 2021 (5y) | |
| Eric Francis Natale | Registered representative | Feb 2021 (5y) | ||
| Richard Anthony Persechino | Registered representative | CFP | Mar 2021 (5y) | |
| Samuel Michael De Bono | Registered representative | CFP | Dec 2021 (5y) | |
| Christopher James Winkel | Registered representative | CFP | Dec 2021 (5y) | |
| Patrick Francis Sullivan | Registered representative | CFP | Jan 2022 (5y) | |
| Jenna Lynne Isleib | Registered representative | CFP | Feb 2022 (4y) | |
| Matthew Joseph Bonvicini | Registered representative | CFP | Feb 2022 (4y) | |
| Miguel Carneiro | Registered representative | CFP | Feb 2022 (4y) | |
| Zachary Charles Bylykbashi | Registered representative | CFP | Jul 2022 (4y) | |
| Alexander Robert Romejko | Registered representative | Feb 2023 (3y) | ||
| Brendan Francis Fitzgerald | Registered representative | CFP | Feb 2023 (3y) | |
| Joshua Edward Sweeney | Registered representative | CFA | Mar 2023 (3y) | |
| Charles Lyon Olson | Registered representative | CFP | May 2023 (3y) | |
| Mia Rose Servidone | Registered representative | CFP | Oct 2023 (3y) | |
| Jake Woznyk | Registered representative | Oct 2023 (3y) | ||
| Richard Alec Rosen | Registered representative | CFP | Nov 2023 (3y) | |
| Jack Michael Rose | Registered representative | CFP | May 2024 (2y) | |
| Jason A Raiti | Registered representative | CFA | Dec 2024 (2y) | |
| Sean Guido Gannon | Registered representative | Jan 2025 (2y) | ||
| Sabrina Behboudi | Registered representative | Jan 2025 (2y) | ||
| Joseph Koontz | Registered representative | May 2025 (1y) | ||
| Meredith Messina Pickett | Registered representative | CFP | May 2025 (1y) | |
| Lucas Lycksell | Registered representative | CFP | Jun 2025 (1y) | |
| Danielle Marie Tata | Registered representative | Aug 2025 (1y) | ||
| Patrick Sullivan | Registered representative | Sep 2025 (1y) | ||
| Benjamin Roy | Registered representative | Sep 2025 (1y) | ||
| John Russo | Registered representative | Sep 2025 (1y) | ||
| Brendan Thomas Conry, Jr | Registered representative | CFP | Sep 2025 (1y) | |
| Brendan Thomas Conry | Registered representative | Sep 2025 (1y) | ||
| Kelly C Boutin | Registered representative | Oct 2025 (1y) | ||
| Elizabeth Devino | Registered representative | Personal Financial Specialist | Jan 2026 (1y) | |
| Rosa Diana Cadena | Registered representative | Mar 2026 (0y) | ||
| Nathan Peter Nagel | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Physical Therapy & Sports Medicine Centers 401(k) Plan | Anb Ptsma Holdings, Inc. | 289 | $21.8M | 01/01/2024 |
| Franklin Products, Inc. 401(k) Profit Sharing Plan | Franklin Products, Inc. | 123 | $26.8M | 01/01/2024 |
| Solutions Manufacturing 401(k) Plan | Solutions Manufacturing | 41 | $16.8M | 01/01/2024 |
| Bouvier Beckwith & Lennox, Inc. 401(k) Plan | Bouvier Beckwith & Lennox, Inc. | 142 | $16.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 972 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $4.3B (95% of AUM) May 2026
- LPL Financial $2.0B (95% of AUM) Jan 2024
- Charles Schwab & Co. $358M (11% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗