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CONNECTUS WEALTH, LLC
CONNECTUS WEALTH, LLC
CONNECTUS WEALTH
HUNT VALLEY, Maryland
·
7 registered advisors
·
CRD# 310912
SEC# 801-119970
7
513-832-5463
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 Planning
Investment Management
Wealth Management
04
Advisors at CONNECTUS WEALTH, LLC
7 registered advisors
Amy Therese Detolla
HUNT VALLEY, Maryland
CRD# 2086867
Andrew S Warning
HUNT VALLEY, Maryland
CRD# 3211861
Christopher James Wilde
HUNT VALLEY, Maryland
CRD# 7286120
Gregory Robert Britton
HUNT VALLEY, Maryland
CRD# 4486916
John C. Stelley
HUNT VALLEY, Maryland
CRD# 4058404
Molly Lynn Bennard
HUNT VALLEY, Maryland
CRD# 5786986
Samuel Jack
CINCINNATI, Ohio
CRD# 7313794
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
.