Connective Wealth Partners, LLC
● SEC registered since 2025CRD 335624SEC# 801-132738
Reg. AUM
$77.6M
Employees
13
Accounts
619
Location
—
About Connective Wealth Partners
Connective Wealth Partners is associated with Financial Gym Advisors, a financial advisory firm focused on approachable, personal guidance. It helps people make confident money decisions with accountability and education, not only the wealthy.
Summary based on the firm’s website.
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 13 people.
Connective Wealth Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Thomas Nigrelli Control | President | Under 5% | 2025 |
| Christopher Michael Mortara | Chief Compliance Officer | Under 5% | 2025 |
| Connective Technologies LLC Control | Owner | Over 75% | 2025 |
| Ian Harris Rosen Control | Chief Executive Officer | Under 5% | 2025 |
| Andrew Thomas Nigrelli Control | Member | 50-75% | 2025 |
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 13 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 hours | Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$77.6M▲ 112%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,369 advisers
EmployeesTop 34%
More than 66% of 16,804 advisers
Assets under management
$77.6Mregulatory AUM
Discretionary $77.6M