CONNECTED WEALTH SOLUTIONS, LLC
SEC Form ADV profile.
Total regulatory AUM
$226,401,522
Discretionary
$226,401,522
Non-discretionary
$0
Firm details
- CRD number
- 277111
- SEC file number
- 801-128240
- Main office
- LA GRANDE, OR, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.