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Connected Wealth Solutions, LLC
Connected Wealth Solutions, LLC is an SEC-registered investment adviser in La Grande, OR, registered since 2023. The firm manages approximately $226 million in...
Connected Wealth Solutions, LLC
Connected Wealth Solutions, LLC is an SEC-registered investment adviser in La Grande, OR, registered since 2023. The firm manages approximately $226 million in assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
—
Corporate office
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Frequently asked questions
Who runs Connected Wealth Solutions?
No principals or named operators have been publicly disclosed for Connected Wealth Solutions. The firm's management structure is not available in any public record (public record).
What is the firm's investment strategy?
The firm has not disclosed an investment strategy. No asset-class preferences, stage focus, or deal structure information exists in public sources (public record).
Does Connected Wealth Solutions co-invest with other firms?
There is no public evidence that Connected Wealth Solutions participates in co-investments, fund commitments, or direct deals. Their external activity is unknown (public record).
Where is Connected Wealth Solutions headquartered?
The firm's headquarters location has not been publicly listed. Their registered address may differ from their primary operating location (public record).
Is Connected Wealth Solutions a single-family or multi-family office?
The structure and client base of Connected Wealth Solutions are not publicly categorized. The firm's subtype cannot be determined from available information (public record).
How much capital does Connected Wealth Solutions manage?
AUM is undisclosed. No public filings or press reports provide a figure (public record).
What is the wealth origin behind Connected Wealth Solutions?
The source of wealth, whether inherited or self-made, is not publicly disclosed. No company or family lineage is linked to the firm (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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