Connective Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 30, 2026, reports $78M in regulatory assets under management, 12 employees, 10 offices, and 619 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.4% of total clients.
Top client categories% of clientsClients
1
Individuals
98.4%
311
2
HNWI
1.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$78Mas of April 30, 2026
Discretionary100.0%
$78M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$78M
Total Accounts619
10Y AUM Change+$78M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee26:1
10Y Employee Change+1 (+9.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.