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Connective Wealth Partners, LLC

● SEC registered since 2025CRD 335624SEC# 801-132738
Export (members)
Reg. AUM
$77.6M
Employees
12
Accounts
619
Location

Connective Wealth Partners, LLC assets under management

Connective Wealth Partners, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $77.6 million in regulatory assets under management and employs 12 people.

Connective Wealth Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
Andrew Thomas Nigrelli ControlPresidentUnder 5%2025
Christopher Michael MortaraChief Compliance OfficerUnder 5%2025
Connective Technologies LLC ControlOwnerOver 75%2025
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Frequently asked questions

How much does Connective Wealth Partners, LLC manage?

Connective Wealth Partners, LLC reports $77.6 million in regulatory assets under management on its Form ADV.

How many employees does Connective Wealth Partners, LLC have?

Connective Wealth Partners, LLC reports 12 employees.

Does Connective Wealth Partners, LLC disclose fund performance?

Connective Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(603) 498-1854
Office hoursAppointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$77.6M▲ 112%
Sep '25 — $36.7MOct '25 — $36.7MNov '25 — $36.7MDec '25 — $36.7MJan '26 — $36.7MFeb '26 — $36.7MMar '26 — $77.6MApr '26 — $77.6MMay '26 — $77.6MJun '26 — $77.6M
Sep '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$77.6Mregulatory AUM
Discretionary $77.6M