CONNECTICUT WEALTH MANAGEMENT
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #2355 of mapped providers
Assets under administration$82M0.0%Market share · rank #7552
Fees received$119,998Median $36,013/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CONNECTICUT WEALTH MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where CONNECTICUT WEALTH MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants)Code 26 | 2 | $16,979 | |
Investment advisory (plan)Code 27 | 2 | $43,020 |
Competitor overlap
Percent of CONNECTICUT WEALTH MANAGEMENT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CONNECTICUT WEALTH MANAGEMENT.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under CONNECTICUT WEALTH MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
BANTON CONSTRUCTION COMPANYCT · 061208067-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FRANKLIN PRODUCTS, INC.CT · 061236512-001 | $27M | 205 | $47,973 | 4y | 1 |
ANB-PTSMA HOLDINGS, INC.CT · 061569920-002 | $22M | 336 | $0 | 4y | - |
BOUVIER BECKWITH & LENNOX, INC.CT · 061384052-001 | $17M | 160 | $33,958 | 7y | - |
SOLUTIONS MANUFACTURINGCT · 061281754-001 | $17M | 132 | $38,067 | 2y | 1 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into CONNECTICUT WEALTH MANAGEMENT.
- CONNECTICUT ATTORNEYS TITLE INS CO
- CONNECTICUT CARPENTERS PENSION FUND
- CONNECTICUT CARPENTERS PENSION PLAN
- CONNECTICUT GENERAL LIFE INS CO
- CONNECTICUT GENERAL LIFE INSURANCE
- CONNECTICUT WEALTH MANAGEMENT
- CONNECTICUT WEALTH MANAGEMENT, LLC
- CONNECTICUT WEALTH MGMT LLC
- CONNECTICUT WEALTH MNGMT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CONNECTICUT WEALTH MANAGEMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 25.00% | 1.76% | +23.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CONNECTICUT WEALTH MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent