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CONNECTIVE WEALTH PARTNERS, LLC

· CRD 335624 · IAPD ↗ · connectivewealth.ai · (603) 498-1854

$77.6MRegulatory AUM
10Advisory reps
13Employees
0Clients
251-500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — CONNECTIVE WEALTH PARTNERS, LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2026 — CONNECTIVE WEALTH PARTNERS, LLC added office(s): 10 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2026 — CONNECTIVE WEALTH PARTNERS, LLC added office(s): 6 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — CONNECTIVE WEALTH PARTNERS, LLC reported RAUM up 112% ($36.7M -> $77.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
January 2026 — CONNECTIVE WEALTH PARTNERS, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
January 2026 — CONNECTIVE WEALTH PARTNERS, LLC grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
76
December 2025 — CONNECTIVE WEALTH PARTNERS, LLC reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
July 2025 — CONNECTIVE WEALTH PARTNERS, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2025 — CONNECTIVE WEALTH PARTNERS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
June 2025 — CONNECTIVE WEALTH PARTNERS, LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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