Key facts
- Status: Privately Held (no backing).
Leadership
- Eric NataleChief Financial Officer and Member of the Investment Committee
- Josh SweeneyChief Investment Officer and Member of the Investment Committee
- ·Watchlist + deal alerts for Connecticut Wealth Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Connecticut Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Connecticut Wealth Management
Provider of wealth management services catering to individuals, families, retirees, business owners, and executives. The company specializes in offering various services such as financial planning, investment advisory, holistic wealth management, business planning, exit planning, financial planning investment and wealth management, and more, thereby enabling clients to get personalized strategies to identify, plan, and work toward their unique financial goals.
- Sector
- Financial Services
- HQ
- Farmington, CT, United States
- Employees
- 77
- Website
- ctwealthmgmt.com/
- Ownership
- Privately Held (no backing)
Connecticut Wealth Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Connecticut Wealth Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Connecticut Wealth Management in its N-PORT filings yet. We sweep new filings monthly.