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WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

GLASTONBURY, CT · CRD 112243 · IAPD ↗ · 860-430-9766

$501.2MRegulatory AUM
3Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — WOOSTER CORTHELL WEALTH MANAGEMENT, INC. (GLASTONBURY, CT) left the SEC roster (was $501.2M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2025 — WOOSTER CORTHELL WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($453.1M -> $501.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
September 2024 — WOOSTER CORTHELL WEALTH MANAGEMENT, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.