|
⚲
|
| Connected Wealth Solutions LLC
✚
| |
|---|---|
| CRD # | 277111 |
| SEC # | 801-128240 |
| CIK # | |
| AUM | $145.5 MM (2024-08-08) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 541-963-7800 |
| Address | 1121 Adams Avenue La Grande, OR 97850 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 43.1 |
| (b) Individuals (high net worth individuals) | 47 | 96.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 582 | 145.5 |
| By Discretionary | ||
| Discretionary | 582 | 145.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 582 | 145.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.5 | |
| Total | 582 | 145.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Naples Money Management LLC
✚
|
FL | 0.1 |
|
Coordinated Capital Securities Inc
✚
|
WI | 0.1 |
|
Outfitter Financial LLC
✚
|
ME | 0.1 |
|
Millennial Wealth LLC
✚
|
WA | 0.1 |
|
ERISA Advisers Inc
✚
|
TN | 0.1 |
|
Cross State Financial Group LLC
✚
|
NM | 0.1 |
|
New Horizon Financial Strategies LLC
✚
|
NY | 0.1 |
|
Cardinal Wealth Advisory LLC
✚
|
TN | 0.1 |
|
Kingstone Capital Partners Texas LLC
✚
|
TX | 0.1 |
|
Coombs Wealth Advisory LLC
✚
|
PA | 0.1 |