1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CONNECTIVE WEALTH PARTNERS, LLC

Map pin
Phone(603) 498-1854
NotebookSEC #801-132738
Total AUM
$77.6M
Employees
12
Clients
316

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
APPOINTMENT ONLY
Monday - Friday
Phone
(603) 498-1854
Other Offices
10

ReceiptFinancials

Total AUM
$77.6M
Accounts
619
Discretionary
$77.6M
Accounts
619
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
311
AUM
$38.6M
HNW Individual Clients
5
AUM
$39M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILMAMDMINCNHNJNYORPATXVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account