Overview
Assets Under Management: $8.7 billion
Headquarters: HUNT VALLEY, MD
High-Net-Worth Clients: 1,712
Average Client Assets: $3.3 million
Frequently Asked Questions
CONNECTUS WEALTH 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 #310912), CONNECTUS WEALTH is subject to fiduciary duty under federal law.
CONNECTUS WEALTH is headquartered in HUNT VALLEY, MD.
CONNECTUS WEALTH serves 1,712 high-net-worth clients according to their SEC filing dated May 03, 2024. View client details ↓
According to their SEC Form ADV, CONNECTUS WEALTH offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CONNECTUS WEALTH manages $8.7 billion in client assets according to their SEC filing dated May 03, 2024.
According to their SEC Form ADV, CONNECTUS WEALTH serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,712
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.29%
Average Client Assets: $3.3 million
Total Client Accounts: 12,022
Discretionary Accounts: 11,949
Non-Discretionary Accounts: 73
Regulatory Filings
CRD Number: 310912
Filing ID: 1873756
Last Filing Date: 2024-05-03 08:44:00