firm
Connecticut Wealth Management
FARMINGTON, CT
CRD: 154310
In network coverage since October 14, 2026 · 2 stories
$4.5BRegulatory AUMSEC Form ADV · Oct 24
74EmployeesForm ADV
Regulatory AUM · Oct 17 – Oct 24
Network coverage
Features
State Street and Apex launch custody unit for $1 billion RIAs
The new custody unit targets RIAs with at least $1 billion in assets while the $5.2 billion Connecticut RIA plans a first phase before the end of 2026.