COLOHAN WEALTH MANAGEMENT LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
ROCKY HILL, Connecticut
CRD number
310423
Fee structure
Other

Firm profile

FINTRX

Overview

Colohan Wealth Management LLC is structured as a single-owner limited liability company serving as an independent advisory entity. Publicly available profile fields are sparse: the firm is classified as “unclassified,” reports an “other” fee arrangement rather than a standard AUM or wrap fee model, and does not identify itself as a capital allocator. It does not self-identify as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activity. The firm has not provided details on business activities, advisory services, or affiliations, which limits what can be said about its target client segments or service model.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Michael Colohan

    PresidentCRD 7289084

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROCKY HILL, CT

HARTFORD

Location

ROCKY HILL, CT

Headquartered in ROCKY HILL, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
HARTFORD
Address
8 Glastonbury Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth