SourcingSourcing

CONNECTICUT WEALTH MANAGEMENT, LLC

C26
CRD 154310·SEC 801-73061·FARMINGTON, CT
AUM
$4.48B
$1B+
Est. Revenue
$44.8M
@ 1% on AUM
Est. EBITDA
$13.4M
@ 30% margin
Est. Deal Value
$107.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONNECTICUT WEALTH MANAGEMENT, LLC
CRD
154310
SEC file #
801-73061
EIN
272807213
DBA names
—

Economics

AUM
$4.48B
AUM band
$1B+
AUM trajectory
'20'26
$703.2M → $4.48B▲ +537%
Client mix
Individuals High Net Worth830
Individuals Other473
Charitable Organizations182
Corporations32

Operations

Employees (total)
74
Advisory staff (per ADV)
46
Advisory staff (5-yr trend)
'20'26
9 advisors → 46 advisors▲ +411%
Primary office
FARMINGTON CT
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
vimeo.com/user52066029

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEAHY, KEVIN, CHRISTOPHER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
10
Control Persons
LEAHY, KEVIN, CHRISTOPHER
HORRIGAN, DENIS, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VIMEO.COM
Rdap Domain Creation Date
2004-12-15T08:38:55Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
119,998
Form 5500 Compensation Trajectory 3y
2025119,998
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
119,998
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001689829
Edgar Registered
Yes
Edgar Filing Count
42
Edgar First Filing Date
2016-11-14
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
41
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0001214659-26-005373

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
48
Bc Firm IAR Count
48
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
281 FARMINGTON AVENUEFARMINGTON, CT 06032
Business
281 FARMINGTON AVENUEFARMINGTON, CT 06032
Edgar EIN
272807213
Edgar Recent Filings
13F-HR2026-05-01 · 0001214659-26-005373
13F-HR2026-02-12 · 0001214659-26-001526
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-15T08:38:55Z
Rdap Domain Last Changed
2025-11-13T12:01:58Z
Rdap Nameservers
Ns-1463.awsdns-54.orgNs-1886.awsdns-43.co.ukNs-682.awsdns-21.netNs-70.awsdns-08.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4245603
Trust Company Affiliate
No

People (50)

50
LEAHY, KEVIN, CHRISTOPHER
IAR · Direct Owner · 62.5%
4245603
HORRIGAN, DENIS, MICHAEL
IAR · Direct Owner · 17.5%
2214876
SOLOMON, JARRETT, FRANKLIN
IAR · Executive Officer · 2.5%
4693541
TRASK, MEGAN, ALICE
IAR · Executive Officer · 2.5%
5824260
DISORBO, ANTONIO
IAR · Executive Officer · 2.5%
1573665
Natale, Eric, Francis
IAR · Executive Officer · 2.5%
7336308
SWEENEY, JOSHUA, EDWARD
IAR · Executive Officer · 2.5%
5951845
CADENA, ROSA, DIANA
IAR · Executive Officer · 2.5%
6446368
Brier, Joshua, Isaac
Executive Officer · 2.5%
4897147
John Shanley
Executive Officer · 2.5%
6205300
Kevin Briganti
IAR
7329207
Matthew Joseph Bonvicini
IAR
7439992
KATHLEEN M CHRISTENSEN
IAR
5344482
Patrick Francis Sullivan
IAR
6403514
Jason A Raiti
IAR
7195668
BICHOP JOSEPH NAWROT
IAR
837409
BRENDAN FRANCIS FITZGERALD
IAR
5531750
Sabrina Behboudi
IAR
7996469
SARAH CATHERINE RIOUX
IAR
7634801
Jake Woznyk
IAR
7798532
Sean Guido Gannon
IAR
7996468
Joseph Koontz
IAR
7899826
JENNA LYNNE ISLEIB
IAR
7384631
Alexander Robert Romejko
IAR
7541366
John Russo
IAR
8136664
Benjamin Roy
IAR
8143494
Patrick Sullivan
IAR
8142140
Kelly C Boutin
IAR
8160375
RICHARD ALEC ROSEN
IAR
5824667
JOHN JAMES SHANLEY
IAR
5647373
LABIB MANNAF FASIHUDDIN
IAR
6485620
Daniel Murphy Ballou
IAR
6005113
Richard Anthony Persechino
IAR
6963764
JENNIFER DEVANNEY BARRY
IAR
2620645
Christopher James Winkel
IAR
7449314
MICHAEL ANTHONY TEDONE
IAR
4414244
Samuel Michael DeBono
IAR
7270438
Mia Rose Servidone
IAR
7797438
Michael Daniel Fernandes
IAR
5902973
BRENDAN THOMAS CONRY
IAR
1487031
Danielle Marie Tata
IAR
7030522
Jack Michael Rose
IAR
7466387
William Patrick Horigan
IAR
7187338
Zachary Charles Bylykbashi
IAR
6832075
Elizabeth Devino
IAR
7282384
Meredith Messina Pickett
IAR
2159993
CHARLES LYON OLSON
IAR
2015356
Lucas Lycksell
IAR
6520415
Brendan Thomas Conry, Jr
IAR
7203548
Miguel Carneiro
IAR
6886714