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| Keyboard |
| Connected Wealth Solutions LLC
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|---|---|
| CRD # | 277111 |
| SEC # | 801-128240 |
| CIK # | |
| AUM | 226.4 M (2026-02-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 541-963-7800 |
| Address | 1121 Adams Avenue La Grande, OR 97850 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 55.6 |
| (b) Individuals (high net worth individuals) | 69 | 166.6 |
| (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 | 1.3 |
| (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 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 721 | 226.4 |
| By Discretionary | ||
| Discretionary | 721 | 226.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 721 | 226.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.4 | |
| Total | 721 | 226.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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