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CONNECTUS WEALTH

HUNT VALLEY, MD · CRD 310912 · IAPD ↗ · connectuswealth.com · 513-832-5463

$8.67BRegulatory AUM
83Advisory reps
97Employees
0Clients
More than 500Planning clients
1Private funds
50States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
August 2024 — CONNECTUS WEALTH (HUNT VALLEY, MD) left the SEC roster (was $8.67B RAUM, 83 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
85
April 2024 — CONNECTUS WEALTH grew from 49 to 83 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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