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CONNECTIVE WEALTH PARTNERS, LLC
CRD 335624 · SEC 801-132738
AZ, United States
Phone
(603) 498-1854
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$77.6M
Discretionary AUM
$77.6M
Team
12 total employees; 10 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 311 | $38.6M |
| High net worth individuals | 5 | $39.0M |
States served
AZ, CA, GA, IL, MD, MA, MI, NJ, NY, NC, OR, PA, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD