CONNECTUS WEALTH, LLC

CONNECTUS WEALTH

HUNT VALLEY, Maryland·3 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

3

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 Planning Investment Management Wealth Management

04

Advisors at CONNECTUS WEALTH, LLC

3 registered advisors

Andrew S Warning

HUNT VALLEY, Maryland

Christopher James Wilde

HUNT VALLEY, Maryland

Gregory Robert Britton

HUNT VALLEY, Maryland

05

Office Locations

HUNT VALLEY, Maryland

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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.