Key facts
- Status: Privately Held (no backing).
Leadership
- David MitchellSenior Investment Analyst
- Nicholas HogrefeSenior Investment Analyst
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- ·The full record, as it builds
Funding rounds
No funding rounds for Gottfried and Somberg Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Gottfried and Somberg Wealth Management
Provider of investment and financial services to affluent clients in Connecticut and other states. Gottfried & Somberg Wealth Management, LLC offers securities and advisory services through Commonwealth Financial Network and has over 100 years of combined partner and employee experience. The firm is independent and not affiliated with any bank, insurance company, mutual fund family, or retail brokerage company. Offices are located in Glastonbury, Avon, and East Lyme.
- Sector
- Financial Services
- HQ
- Avon, CT, United States
- Employees
- 25
- Website
- gottfriedsomberg.com/
- Ownership
- Privately Held (no backing)
Gottfried and Somberg 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 Gottfried and Somberg 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 Gottfried and Somberg Wealth Management in its N-PORT filings yet. We sweep new filings monthly.