Connective Wealth Partners, LLC

Overview

Connective Wealth Partners, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a capital allocator by selecting third‑party managers on behalf of clients. Its fee schedule includes percentage‑of‑AUM billing along with hourly and fixed‑fee arrangements. The firm identifies as not being an active ESG investor. The regulatory snapshot shows SEC registration in 2025 and ownership by domestic entities and individuals. Connective Wealth Partners emphasizes manager selection and uses an outsourcer/allocator model in addition to direct portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices