# Connectus Wealth

Connectus Wealth is a Bank / Wealth / Trust based in Hunt Valley, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Hunt Valley, United States
- **Region:** North America
- **Address:** Hunt Valley, MD, United States
- **Assets under management:** Undisclosed
- **Website:** connectuswealth.com
- **LinkedIn:** https://www.linkedin.com/company/connectus-wealth-advisers

## Regulatory record

- **Reports private funds:** No

## About

Connectus Wealth is a wealth management firm based in Hunt Valley, Maryland, US. It focuses on wealth management services in North America.

## Questions

### What is Connectus Wealth's business model?

Connectus Wealth functions as an RIA aggregator and partnership platform. It acquires majority stakes in independent registered investment advisers, providing liquidity to founding partners while integrating them into a shared central infrastructure for compliance, technology, and investment management. The partner firms retain their local brand names and client-facing autonomy. This model differs from full-acquisition consolidators that rebrand everything under a single national name.

### Does Connectus Wealth participate in direct investments or only advisory services?

Connectus Wealth's partner firms primarily deliver financial planning and wealth advisory services to individual clients. The platform itself is not structured as an institutional investor or a family office making direct private investments. There is no public record of Connectus operating proprietary direct-investment funds, co-investment vehicles, or private equity arms. Its investment activity is centered on acquiring advisory practices rather than deploying capital into operating companies or assets.

### Does Connectus Wealth disclose assets under management or financial performance?

Connectus Wealth does not publicly disclose its total assets under management, revenue, or acquisition metrics. As a privately held partnership platform, it is not required to file public financial statements, and the firm has not voluntarily published consolidated figures through its own communications or through financial media. Any AUM figure attributed to the firm without a specific named source should be treated as unverified.

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- [Connecticut Teachers' Retirement Board](https://altss.com/profile/connecticut-teachers-retirement-board-ctrb)
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Last updated: 2026-06-03T20:00:00.000Z

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