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CONNECTED WEALTH SOLUTIONS, LLC
CRD 277111 · SEC 801-128240
1121 ADAMS AVENUE, LA GRANDE, OR, 97850, United States
Phone
(541) 963-7800
Fax
(541) 963-9434
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$226.4M
Discretionary AUM
$226.4M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 243 | $55.6M |
| High net worth individuals | 69 | $166.6M |
| Corporations/business entities | 6 | $3.0M |
States served
ID, OR, WA
All web addresses on file
Official SEC filing: View on IAPD