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CONNOLLY WEALTH MANAGEMENT

CONNOLLY, SHAWN, LAWRENCE

CRD 155240

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$316K

Discretionary AUM

$316K

Team

1 total employees; 1 advisory reps; 26 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; REFERRAL FEES

Org form

Sole Proprietorship

Filing date

2026-05-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals7$316K

All web addresses on file

Official SEC filing: View on IAPD