WOOSTER CORTHELL WEALTH MANAGEMENT, INC. of GLASTONBURY, CT is an SEC-registered investment adviser (CRD 112243). Regulatory assets under management: $501.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Alan Dale Wooster | SHAREHOLDER | — |
| Lynn Rickards Corthell | CHAIRMAN OF THE BOARD/VICE PRESIDENT | — |
| Matthew William Corthell | PRESIDENT & CEO | — |
| Katherine Zoe Kelly | CHIEF OPERATING OFFICER | — |
| Nolan Blake Hughes | OUTSOURCED CHIEF COMPLIANCE OFFICER | — |
| WOOSTER ALAN DALE | CEO; PRESIDENT; PRESIDENT / CCO (+4 more) | — |
| CORTHELL LYNN RICKARDS | CHAIRMAN OF THE BOARD/VICE PRESIDENT; CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER/VICE PRESIDENT (+1 more) | — |
| HUGHES NOLAN BLAKE | OUTSOURCED CHIEF COMPLIANCE OFFICER | — |
| Corthell Matthew William | PRESIDENT; PRESIDENT & CEO; VICE PRESIDENT | — |
| Kelly Katherine Zoe | CHIEF OPERATING OFFICER; DIRECTOR OF OPERATIONS AND ADMINISTRATION | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 860-430-9766 |
| — | — | 1 | 860-430-9766 |