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Wooster Corthell Wealth Management, Inc.

Wooster Corthell Wealth Management, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Jan. 17, 2020
    • $328.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 887
      Accounts
    • $370.1K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

3

name start date
Alan Dale Wooster
August 1996
Drew Lawrence Malkin
July 2017
Matthew William Corthell
September 2017

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Alan Dale Wooster President & Ceo May, 2018 50% to 75%
    Matthew William Corthell Vice President September, 2019 10% to 25%
    Katherine Zoe Kelly Director Of Operations And Administration November, 2019 10% to 25%
    Lynn Rickards Corthell Chief Compliance Officer/Chief Operating Officer May, 2018 5% to 10%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges