New Wealth Management Businesses in Berlin, CT

1 wealth management businesses recently registered in Berlin, Connecticut.

Updated September 28, 2026 · Most recent business filing Jun 13, 2026

1
Total Filings
Jun 13, 2026
Most Recent
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About Wealth Management Businesses in Berlin

This page lists new wealth management businesses registered in Berlin, Connecticut. We currently track 1, sourced directly from the Connecticut Division of Corporations and refreshed daily as new wealth management companies file.

Recent additions include Holden Family Office. The most recent wealth management business filing was on Jun 13, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Berlin, this is one of the freshest prospect lists in the market.

All Filings

Holden Family Office

Jun 13, 2026
Wealth ManagementVerifiedBerlin, CT · Hartford Co.

Holden Family Office appears to be a wealth management firm serving families, based on the site's tagline 'UNPARALLELED WEALTH MANAGEMENT' and references to 'Who We Serve' and 'Our Core Offerings'. The business is likely operated by Ryan and Amanda Holden, whose names and Connecticut address match the LLC filing. The site suggests a focus on holistic financial services for clients, though specific offerings are not detailed.

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1 New Wealth Management LLCs in Berlin, CT | DayOneLead