|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Connected Wealth Solutions LLC
✚
|
|
|---|---|
| CRD # | 277111 |
| SEC # | 801-128240 |
| CIK # | |
| AUM | $186.8 M (2025-07-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 541-963-7800 |
| Address | 1121 Adams Avenue La Grande, OR 97850 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 46.7 |
| (b) Individuals (high net worth individuals) | 65 | 136.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 667 | 186.8 |
| By Discretionary | ||
| Discretionary | 667 | 186.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 667 | 186.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.8 | |
| Total | 667 | 186.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Center for Wealth Management LLC
✚
|
0.2 | |
|
CH Douglas & Gray LLC
✚
|
IN | 0.2 |
|
MJR Financial LLC
✚
|
TX | 0.2 |
|
Herbert J SIMS Capital Management Inc
✚
|
CT | 0.2 |
|
Brightpath Wealth Planning LLC
✚
|
CA | 0.2 |
|
XO Capital LLC
✚
|
0.2 | |
|
Dominguez Wealth Management Solutions Inc
✚
|
VA | 0.2 |
|
Pursuit Wealth Managment LLC
✚
|
FL | 0.2 |
|
January Capital Advisors LLC
✚
|
CA | 0.2 |
|
Bersot Capital Management LLC
✚
|
CA | 0.2 |