Connected Wealth Solutions, LLC
● SEC registered since 2023CRD 277111SEC# 801-128240La Grande, OR
Reg. AUM
$226.4M
Employees
3
Accounts
721
Location
La Grande, OR
Connected Wealth Solutions, LLC assets under management
Connected Wealth Solutions, LLC is a registered investment adviser overseen by the SEC based in La Grande, OR. The firm has been registered since 2023. It reports $226.4 million in regulatory assets under management and employs 3 people.
Connected Wealth Solutions, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Martin Gunderson Control | Member / Chief Compliance Officer | 25-50% | 2015 |
| Chelsea Ann Hewitt Control | Member | 25-50% | 2020 |
| Michael Rae Poe Control | Member | 25-50% | 2015 |
Frequently asked questions
How much does Connected Wealth Solutions, LLC manage?
Connected Wealth Solutions, LLC reports $226.4 million in regulatory assets under management on its Form ADV.
How many employees does Connected Wealth Solutions, LLC have?
Connected Wealth Solutions, LLC reports 3 employees.
Where is Connected Wealth Solutions, LLC located?
Connected Wealth Solutions, LLC is based in La Grande, OR and has been SEC-registered since 2023.
Does Connected Wealth Solutions, LLC disclose fund performance?
Connected Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1121 Adams Avenue, La Grande, OR 97850 |
| Phone | (541) 963-7800 |
| Fax | (541) 963-9434 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$226.4M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$226.4Mregulatory AUM
Discretionary $226.4M