# Connected Wealth Solutions, LLC

> Connected Wealth Solutions, LLC is an SEC-registered investment advisory firm in La Grande, OR, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 277111
- Filed as: CONNECTED WEALTH SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: La Grande, OR
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/277111
- AdvisorCensus page: https://advisorcensus.com/firm/connected-wealth-solutions-llc-la-grande-or-277111

## Quick answers

**How is Connected Wealth Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Connected Wealth Solutions, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Connected Wealth Solutions, LLC located?**
Connected Wealth Solutions, LLC's principal office is in La Grande, OR, according to its Form ADV.

**Is Connected Wealth Solutions, LLC registered with the SEC or a state?**
Connected Wealth Solutions, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 277111.

**How much does Connected Wealth Solutions, LLC manage?**
Connected Wealth Solutions, LLC reports $226,401,522 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**How have Connected Wealth Solutions, LLC's assets and staff changed since 2023?**
In the Form ADV data for Connected Wealth Solutions, LLC: Regulatory assets under management: $122,196,484 in the October 2023 data and $226,401,522 in the October 2026 data, up 85%. Total employees: 4 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Connected Wealth Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (243); high net worth individuals (69); corporations or other businesses not listed above (6).

**Which custodians does Connected Wealth Solutions, LLC use?**
Connected Wealth Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Connected Wealth Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/277111

**What changed in Connected Wealth Solutions, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $186,783,489 to $226,401,522 (+21%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $226,401,522
- Discretionary: $226,401,522
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 243 | $55,550,658 |
| High net worth individuals | 69 | $166,602,981 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $1,285,043 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $2,962,840 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- connectedwealthllc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $122,196,484 | 4 | July 17, 2023 |
| October 2024 | $145,513,805 | 4 | August 8, 2024 |
| October 2025 | $186,783,489 | 3 | July 18, 2025 |
| October 2026 | $226,401,522 | 3 | February 18, 2026 |

Regulatory assets under management: $122,196,484 in the October 2023 data and $226,401,522 in the October 2026 data, up 85%.
Total employees: 4 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $186,783,489 to $226,401,522 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Connected Wealth Solutions, LLC (CRD 277111): Form ADV filing data as of October 2026.