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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and May 8, 2026, reported AUM increased 20.7%, from $3.7B to $4.5B.
Across 5 reported observations, AUM increased 87.7% between November 2, 2022 and May 8, 2026, from $2.4B to $4.5B.
Of the latest reported AUM, 98.3% is discretionary and 1.7% is non-discretionary.
The firm reports 46 advisory representatives and 1,517 clients, or 33 clients per representative. That equates to $3.0M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on May 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Connecticut Wealth Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Connecticut Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 10 owners & executives
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Daniel Murphy Ballou
Advisor
- CRD
- #6005113
JENNIFER DEVANNEY BARRY
Advisor
- CRD
- #2620645
Showing 2 of 52 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 |
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Separately Managed Accounts
SMA allocation detail is available
Connecticut Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Connecticut Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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