Connecticut Wealth Management LLC, a registered investment advisor based in Farmington, Conn., has acquired Filomeno Wealth Management LLC of West Hartford, Conn., Connecticut Wealth Management announced Monday.
The acquisition adds $120 million in assets under management to Connecticut Wealth Management, bringing them to $400 million in AUM.
Joining Connecticut Wealth Management from Filomeno are financial advisors Michael A. Tedone, Kathleen M. Christensen and Elizabeth A. DeBassio, and investment group administrator Kimberly J. Lockwood. Connecticut Wealth Management now has nine financial advisors.