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| Keyboard |
| Connective Wealth Partners LLC
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|---|---|
| CRD # | 335624 |
| SEC # | 801-132738 |
| CIK # | |
| AUM | 77.6 M (2026-04-30) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 603-498-1854 |
| Address | 205 Hudson Street New York, NY 10013 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 311 | 38.6 |
| (b) Individuals (high net worth individuals) | 5 | 39.0 |
| (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 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 619 | 77.6 |
| By Discretionary | ||
| Discretionary | 619 | 77.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 619 | 77.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 77.6 | |
| Total | 619 | 77.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
NY | 79.3 M |
|
Pathway Partners Wealth Advisors LLC
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|
St Columbanus AG
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78.6 M | |
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JM Bruderman & Company LLC
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|
Revere Wealth Management LLC
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|
Highland Consulting Associates International Inc
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|
Investment Research Corp
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|
CO | 76.3 M |
|
Weigel Fiduciary Asset Management
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|
76.1 M | |
|
Active Wealth Advisors LLC
✚
|
NJ | 75.4 M |
|
Kane Financial LLC
✚
|
NY | 75.2 M |