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Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC (CTWM) is a Registered Investment Advisor headquartered in Farmington, Connecticut. Founded in 2010, CTWM provides comprehensive financial planning and investment advisory services to individuals, families, high-net-worth individuals, non-profit organizations, business owners, and executives, serving clients across more than 20 states. The firm has approximately 65 employees, operates as an LLC, and is owned and managed by Kevin C. Leahy, Denis M. Horrigan, and Michael A. Tedone.
Investment Strategy
CTWM’s investment strategy centers on comprehensive financial planning and personalized investment management. The firm tailors portfolios to individual client goals, time horizons, liquidity needs, and risk tolerance. They utilize globally diversified asset allocations covering equities, fixed income, and alternative investments, typically implemented through a combination of individual securities, mutual funds, and ETFs. CTWM provides ongoing portfolio monitoring, rebalancing, and tax-efficient investing, with a strong focus on long-term wealth accumulation, risk management, and holistic financial well-being.
Latest 13F Filing Activity
Connecticut Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 308 equity positions with a total 13F market value of $2B. The fund increased holdings in SPDR Series Trust, Ishares TR, SPDR Series Trust among other positions. Connecticut Wealth Management, LLC reduced exposure to Ishares TR, Alphabet Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (308)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QUAL | ISHARES TR | 9.23% | $193.9M | 1,060,764 | $98.61 | $182.82 | +$5.9M |
S SPYG | SPDR SERIES TRUST | 7.82% | $164.3M | 1,723,602 | $80.81 | $95.32 | +$38.0M |
S SPYV | SPDR SERIES TRUST | 7.60% | $159.7M | 3,051,332 | $51.20 | $52.34 | +$19.9M |
I IEFA | ISHARES TR | 7.60% | $159.6M | 1,911,629 | $72.03 | $83.48 | +$25.3M |
I IJH | ISHARES TR | 6.31% | $132.5M | 2,135,947 | $50.35 | $62.02 | +$1.7M |
Industry Allocation
Investment Team (20)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | United States | |
 | Partner | Farmington, CT , United States | |
J Jarrett Solomon | Partner | West Hartford, CT , United States | |
 | Partner | Farmington, CT , United States | |
 | Partner | Farmington, CT , United States | |
 | Partner | Farmington, CT , United States | |
 | Partner | Hartford, CT , United States | |
 | Partner | Farmington, CT , United States | |
W Walker Lohrey | Analyst | Farmington, CT , United States | |
Z Zachary Bylykbashi | Analyst | Hartford, CT , United States |
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