# CEG Wealth Partners, LLC

> CEG Wealth Partners, LLC is a state-registered investment advisory firm in Bolton, CT, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated October 27, 2025.

- CRD: 337782
- Filed as: CEG WEALTH PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bolton, CT
- Filing period: October 2026
- Form ADV filing dated: October 27, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337782
- AdvisorCensus page: https://advisorcensus.com/firm/ceg-wealth-partners-llc-bolton-ct-337782

## Quick answers

**How is CEG Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CEG Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CEG Wealth Partners, LLC located?**
CEG Wealth Partners, LLC's principal office is in Bolton, CT, according to its Form ADV.

**Is CEG Wealth Partners, LLC registered with the SEC or a state?**
CEG Wealth Partners, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337782.

**Does CEG Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337782

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CEG Wealth Partners, LLC (CRD 337782): Form ADV filing data as of October 2026.