Overview
Assets Under Management: $226 million
Headquarters: LA GRANDE, OR
High-Net-Worth Clients: 69
Average Client Assets: $2 million
Frequently Asked Questions
CONNECTED WEALTH SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #277111), CONNECTED WEALTH SOLUTIONS, LLC is subject to fiduciary duty under federal law.
CONNECTED WEALTH SOLUTIONS, LLC is headquartered in LA GRANDE, OR.
CONNECTED WEALTH SOLUTIONS, LLC serves 69 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, CONNECTED WEALTH SOLUTIONS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CONNECTED WEALTH SOLUTIONS, LLC manages $226 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, CONNECTED WEALTH SOLUTIONS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 721
Discretionary Accounts: 721
Regulatory Filings
CRD Number: 277111
Filing ID: 2050966
Last Filing Date: 2026-02-18 14:59:43