Connected Wealth Solutions, LLC
Connected Wealth Solutions, LLC is an SEC-registered mass-market adviser in La Grande, OR with $226.4M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Connected Wealth Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 277111, SEC 801-128240, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $226.4M (2026-02-18)
- Firm type
- Mass-Market Adviser
- Location
- La Grande, OR
- Employees
- 3
- Clients
- 318
- CRD
- 277111
- Ownership
- GUNDERSON, BRENT, MARTIN; POE, MICHAEL, RAE; ROBERTS, YVONNE, KATHLEEN; HEWITT, CHELSEA, ANN
How much AUM does Connected Wealth Solutions, LLC have?
Connected Wealth Solutions, LLC reported $226.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Connected Wealth Solutions, LLC?
Disclosed owners and executives of Connected Wealth Solutions, LLC include GUNDERSON, BRENT, MARTIN, POE, MICHAEL, RAE, ROBERTS, YVONNE, KATHLEEN, HEWITT, CHELSEA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.