# WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. of GLASTONBURY, CT is an SEC-registered investment adviser.

## Registration

- CRD: 112243
- Type: SEC-registered investment adviser
- SEC file number: 801-58282
- Location: 655 WINDING BROOK DRIVE, SUITE 2030, GLASTONBURY, CT, 06033-4335
- Phone: 860-430-9766
- Latest filing: 2025-04-14
- Regulatory AUM: $501.2M
- Discretionary AUM: $501.2M
- Clients: 8
- Accounts: 1,143

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (10)

| 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 | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 860-430-9766 |
| — | — | 1 | 860-430-9766 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112243/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112243/similar
- Related entities: https://search.stillhousedata.com/firm/112243/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112243

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.