This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- BridgeQuantum value
- Established Date
- 10-28-2010
- Office Locations
- 1
Office Locations
About Connecticut Wealth Management, LLC
Connecticut Wealth Management (CTWM) is a Farmington, CT RIA delivering planning-led wealth management. The team provides financial planning, investment management, retirement, tax, estate, risk and charitable planning, with specialty support for business owners and corporate executives (including equity compensation and exit planning). Built for high-touch coverage with a 35:1 client-advisor ratio and centralized investment/planning teams; custody includes Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEVIN CHRISTOPHER LEAHY
President
- CRD
- #4245603
- Ownership
- 50% but less than 75%
DENIS MICHAEL HORRIGAN
Director, PARTNER
- CRD
- #2214876
- Ownership
- 10% but less than 25%
Element ridge
Prime ridge
- CRD
- #58251
- Ownership
- 40.0%
Showing 2 of 10 owners & executives
Unlock allContacts
Daniel Murphy Ballou
Advisor
- CRD
- #6005113
JENNIFER DEVANNEY BARRY
Advisor
- CRD
- #2620645
Foundation catalyst
Delta vector atlas
- CRD
- #43132
Showing 2 of 49 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,403,152,065 | $835,354 |
| Non-Discretionary | $74,462,613 | $4,653,913 |
| Total | $4,477,614,678 | $846,910 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,477,614,678
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $838,447,991 | 37.5% |
| Equity - Exchange | $592,503,247 | 26.5% |
| Cash | $310,784,722 | 13.9% |
| Municipal Bonds | $297,369,554 | 13.3% |
| Equity - OTC | $196,755,795 | 8.8% |
| Total | $2,235,861,309 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME FRONTIER | EMBER MERIDIAN | 6I7MRPGR8 | BTRC | 11.36% | $25,096,953 |
| NORTH UNISON RADIAL | OAK PIONEER | 31IUQRWBL | MFWKK | 10.35% | $75,112,287 |
| INSIGHT RIDGE | VERTEX ALPHA | LXZG7ZJBZ | SLCON | 11.94% | $28,207,782 |
| FOUNDATION CAPITAL | DELTA PRIME | 80KV74I7Z | QYFG | 5.98% | $80,616,633 |
| EAGLE ALPHA | FUSION MOMENTUM | GUZL6MTU0 | SVE | 10.97% | $50,814,857 |
| SIGNAL VITAL | FOUNDATION ELEMENT | 7VW25L27R | TZC | 8.01% | $100,479,615 |
| VERTEX ALPHA MATRIX | TIMBER PEAK | P8P0DZD5I | USYZN | 10.74% | $109,656,336 |
| FRONTIER LEGACY LEGACY | NORTH MATRIX | HEF336QV9 | KZS | 0.96% | $113,361,191 |