# Connective Wealth Partners, LLC

> Connective Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 335624
- Filed as: CONNECTIVE WEALTH PARTNERS, LLC
- Also doing business as: FINANCIAL GYM ADVISORS, PRIVATE WEALTH COLLECTIVE, THE FINANCIAL GYM
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335624
- AdvisorCensus page: https://advisorcensus.com/firm/connective-wealth-partners-llc-335624

## Quick answers

**How is Connective Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Connective Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Connective Wealth Partners, LLC charge?**
Its Form ADV Part 2A brochure dated April 30, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it); Subscription: $10,000 a year (ongoing financial planning fee); Flat fee: $25,000 (stand-alone financial planning services); Hourly rate: $175 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Connective Wealth Partners, LLC registered with the SEC or a state?**
Connective Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335624.

**How much does Connective Wealth Partners, LLC manage?**
Connective Wealth Partners, LLC reports $77,567,476 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**How have Connective Wealth Partners, LLC's assets and staff changed since 2025?**
In the Form ADV data for Connective Wealth Partners, LLC: Regulatory assets under management: $0 in the October 2025 data and $77,567,476 in the October 2026 data. Total employees: 11 in October 2025 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Connective Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (311); high net worth individuals (5).

**Which custodians does Connective Wealth Partners, LLC use?**
Connective Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Connective 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 SEC record: https://adviserinfo.sec.gov/firm/summary/335624

**Does Connective Wealth Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 30, 2026 says: "CWP generally does not impose a minimum relationship size."

**What changed in Connective Wealth Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in RI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 30, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> Wealth management fees range from 0.50% to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: None

> CWP generally does not impose a minimum relationship size.

- Subscription: $10,000 a year (ongoing financial planning fee)

> For certain Clients, the Advisor will charge an ongoing financial planning fee ranging up to $ 10,000 annually.

- Flat fee: $25,000 (stand-alone financial planning services)

> The Advisor also offers stand -alone financial planning services for a fixed engagement fee ranging up to $25,000 per engagement.

- Hourly rate: $175 an hour (financial planning)

> Additionally, the Advisor may charge an hourly fee for financial planning ranging up to $175 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.

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: $77,567,476
- Discretionary: $77,567,476
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 311 | $38,582,019 |
| High net worth individuals | 5 | $38,985,457 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 13 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, OR, PA, RI, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- connectivewealth.ai

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 11 | July 29, 2025 |
| October 2026 | $77,567,476 | 13 | September 8, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $77,567,476 in the October 2026 data.
Total employees: 11 in October 2025 and 13 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in RI.

### May 2026
- Added the business name Private Wealth Collective.
- Added the business name Financial GYM Advisors.

### April 2026
- Regulatory assets under management went from $36,656,856 to $77,567,476 (+112%).

### January 2026
- Employees performing advisory functions went from 7 to 10.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Regulatory assets under management went from $0 to $36,656,856.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Connective Wealth Partners, LLC (CRD 335624): Form ADV filing data as of October 2026.