# Connecticut Wealth Management

Connecticut Wealth Management is a Multi Family Office based in Farmington, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Farmington, United States
- **Region:** North America
- **Address:** 281 Farmington Avenue, Farmington, CT 06032
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** ctwealthmgmt.com
- **LinkedIn:** https://www.linkedin.com/company/connecticut-wealth-management-llc

## Regulatory record

- **CRD number:** 154310
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-08T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154310

## About

Connecticut Wealth Management was established by Kevin Leahy and Denis Horrigan. The firm operates as a multi-family office serving high-net-worth clients across Connecticut and Florida. It maintains a charitable fund focused on education, health, and community development. The firm allocates across public equities and private equity vehicles. Confirmed public positions include holdings in IEFA, VTI, SPYG, SPYV, Apple, and Microsoft. It also commits to venture capital funds through its private equity offering. Geographic exposure centers on North America with indicated interest in ClimateTech and Energy Transition & Renewables. The firm offers socially responsible investing that applies exclusionary screening and thematic approaches. Assets under management stand at an Altss-derived figure of $3.639 billion. The firm employs custodians Charles Schwab and Fidelity Investments along with Orion Advisor Tech. In September 2025 the firm completed its merger with Conry Asset Management. It participates in the Financial Planning Association, the Connecticut Business & Industry Association, and ranks on Barron's Top RIA Firms list. The firm combines direct client advisory with limited partner commitments to external private equity funds. This hybrid structure allows it to serve multi-generational families while maintaining exposure to illiquid strategies through its dedicated private equity vehicle.

## Sectors

- Private Equity
- ESG

## Offices

- Marco Island, FL, United States

## People

- Kevin C. Leahy — President and CEO
- Denis M. Horrigan — Partner and Co-Founder
- Michael A. Tedone — Partner and CFO

## Questions

### Who runs investment decisions at Connecticut Wealth Management?

Kevin Leahy serves as President and CEO. Denis Horrigan acts as Partner and Co-Founder. Michael Tedone holds the role of Partner and CFO.

### Does Connecticut Wealth Management participate in fund commitments or only direct deals?

The firm commits to venture capital funds as a limited partner through its CTWM Private Equity Offering. It also maintains public equity positions.

### How is Connecticut Wealth Management related to Conry Asset Management?

In September 2025 Connecticut Wealth Management completed a merger in which Conry Asset Management was fully integrated into the firm.

### Where does Connecticut Wealth Management maintain offices?

The headquarters is located at 281 Farmington Avenue in Farmington, Connecticut. A regional office operates at 950 N. Collier Blvd in Marco Island, Florida.

### What is Connecticut Wealth Management's known posture on co-investments alongside external GPs?

The firm acts as a limited partner in external venture capital funds rather than leading direct co-investments.

### Which sectors does Connecticut Wealth Management explicitly avoid?

The firm applies exclusionary screening that avoids alcohol, gambling, and tobacco.

## Related profiles

- [Previp Fondo Pensione](https://altss.com/profile/previp-fondo-pensione)
- [Sage Financial Group](https://altss.com/profile/sage-financial-group-inc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/connecticut-wealth-management-llc-ctwm

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