Investment adviser · CRD 112243
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
GLASTONBURY, CT, United States · Form ADV filed Apr 14, 2025
- Regulatory AUM
- $501M Form ADV · Item 5.F
- Client accounts
- 1,143 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 126 | $353,971,893 | 70.6% |
| Individuals | 418 | $125,995,707 | 25.1% |
| Retirement plans | Fewer than 5 | $11,125,982 | 2.2% |
| Charities | 18 | $6,856,260 | 1.4% |
| Corporations & businesses | Fewer than 5 | $3,266,474 | 0.7% |
Filing source
Form ADV 1979462 · Apr 14, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 14, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
655 WINDING BROOK DRIVE, SUITE 2030GLASTONBURY, CT, 06033-4335, United States
CRD 112243
Filing source
Form ADV 1979462 · Apr 14, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.