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CONNECTED WEALTH SOLUTIONS, LLC

LA GRANDE, OR · CRD 277111 · IAPD ↗ · connectedwealthllc.com · (541) 963-7800

$226.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — CONNECTED WEALTH SOLUTIONS, LLC reported RAUM up 28% ($145.5M -> $186.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
September 2024 — CONNECTED WEALTH SOLUTIONS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.