Connective Wealth Partners, Llc
- Regulatory AUM
- $77.6M
- Discretionary
- $77.6M
- Clients
- 316
- Avg AUM / client
- $245K
- Accounts
- 619
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 311 | $38.6M | 49.7% |
| High net worth individuals | 5 | $39.0M | 50.3% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kadri Claude Augustin | Registered representative | May 2025 (1y) | ||
| Andrew Thomas Nigrelli | Registered representative | May 2025 (1y) | ||
| Garrett Dean Faulconer | Registered representative | Jun 2025 (1y) | ||
| Tina Hang | Registered representative | Jun 2025 (1y) | ||
| Jill Christine Wagner | Registered representative | Jul 2025 (1y) | ||
| Joy Zilan Liu | Registered representative | Jul 2025 (1y) | ||
| William Alexander Ullman | Registered representative | Nov 2025 (1y) | ||
| Nicole Miriam Lapin | Registered representative | Dec 2025 (1y) | ||
| Nicholas Mangino | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 972 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Truist Financial Corp $39.4M (51% of AUM) Apr 2026
- Altruist Financial $39.4M (51% of AUM) Apr 2026
- Charles Schwab & Co. $38.0M (49% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗