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CONNECTUS WEALTH
HUNT VALLEY, MD
513-832-5463
SEC #801-119970Total AUM
$8.7B
Employees
97Clients
6,680Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
20 WIGHT AVE
#155
HUNT VALLEY
MD 21030
United States
#155
HUNT VALLEY
MD 21030
United States
Operating Hours
8:30 TO 5:30
Monday - Friday
Monday - Friday
Phone
513-832-5463
Other Offices
7
Financials
Total AUM
$8.7B
Accounts
12,022Discretionary
$8.5B
Accounts
11,949Non-Discretionary
$137M
Accounts
73
Clients
Individual Clients
4,659AUM
$1.7B
HNW Individual Clients
1,712AUM
$5.6B
Pooled Vehicle Clients
1AUM
$34.5M
Pension/Profit Sharing Plan Clients
97AUM
$840.2M
Charitable Organization Clients
30AUM
$175.4M
Corporation or Business Clients
180AUM
$283.1M
Other Clients
1AUM
$36.6M
Description of Other Clients
WORKERS COMPENSATION PLAN
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH UPTIQ AND FRS
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.