CONNECTIVE WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$77,567,476
Discretionary
$77,567,476
Non-discretionary
$0
Firm details
- CRD number
- 335624
- SEC file number
- 801-132738
- Employees
- 13
- SEC status
- Approved
- Website
- https://connectivewealth.ai
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.