CONNECTUS WEALTH, LLC

CONNECTUS WEALTH
HUNT VALLEY, Maryland·7 registered advisors·CRD# 310912
SEC# 801-1199707513-832-5463
01

Firm Overview

AUM
$8.7B
Regulatory assets under management
Employees
97
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: REVENUE SHARING WITH UPTIQ AND FRS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CONNECTUS WEALTH, LLC

7 registered advisors
Amy Therese Detolla
HUNT VALLEY, Maryland
Andrew S Warning
HUNT VALLEY, Maryland
Christopher James Wilde
HUNT VALLEY, Maryland
Gregory Robert Britton
HUNT VALLEY, Maryland
John C. Stelley
HUNT VALLEY, Maryland
Molly Lynn Bennard
HUNT VALLEY, Maryland
Samuel Jack
CINCINNATI, Ohio
05

Office Locations

HUNT VALLEY, Maryland
6 advisors
CINCINNATI, Ohio
1 advisor

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Data sourced from SEC Form ADV filings. CONNECTUS WEALTH, LLC (CRD# 310912) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.