Connecticut Wealth Mngmt

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

792

Total plan assets

$52.5M

Filings (rows)

Direct comp

Indirect comp

$111K

Showing only "CONNECTICUT WEALTH MNGMT"

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CONNECTICUT WEALTH MANAGEMENT7 CONNECTICUT WEALTH MNGMT3 CONNECTICUT WEALTH MGMT3

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ANB-Ptsma Holdings, Inc. Physical Therapy & Sports Medicine Centers 401(k) Plan · all filings	WEST HARTFORD, CT	Advisor / Consultant	289	$21.8M	$0	$42K
ANB-Ptsma Holdings, Inc. Physical Therapy & Sports Medicine Centers 401(k) Plan · all filings	WEST HARTFORD, CT	Advisor / Consultant	268	$17.5M	$0	$38K
ANB-Ptsma Holdings, Inc. Physical Therapy & Sports Medicine Centers 401(k) Plan · all filings	WEST HARTFORD, CT	Advisor / Consultant	235	$13.2M	$0	$31K