CONNECTUS WEALTH
Latest filing: May 03, 2024 (590 days ago)
AUM
$8,674,470,008
28% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
97
37% change vs. 1 year ago
870% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
HUNT VALLEY, MD
20 WIGHT AVE, HUNT VALLEY, MD, UNITED STATES, 21030
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $8.5 |
| Non-Discretionary | $0.1 |
| Total | $8.7 |
| Client | AUM |
|---|---|
| Retail | $7.3 |
| Pooled | $0.0 |
| Institutional | $1.3 |
| Total | $8.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 4,659 | $1.7 |
| Average Individual AUM | $370,823 | |
| HNW | 1,712 | $5.6 |
| Average HNW AUM | $3,257,657 | |
| Retail Total | 6,371 | $7.3 |
| Average Retail AUM | $1,146,566 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | BOSTON-MA-USA | $3.3 |
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $2.6 |
| PERSHING LLC | JERSEY CITY-NJ-USA | $1.3 |
| NORTHERN TRUST | CHICAGO-IL-USA | $0.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $8.6 |
| Retail SMA AUM | $7.3 |
| Institutional SMA AUM | $1.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 50% | $4.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 6% | $0.5 |
| Municipal | 2% | $0.2 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $0.3 |
| HY Credit | 2% | $0.2 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 28% | $2.4 |
| Other Pools | 0% | $0.0 |
| Cash | 8% | $0.7 |
| Other | 1% | $0.1 |
| Total | 100% | $8.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | $43.1 | 122258 | |
| ATLAS PRIVATE WEALTH MANAGEMENT, LLC | $1.3 | 145331 | |
| TMD WEALTH MANAGEMENT LLC | $0.8 | 309514 | |
| ORIGIN CREDIT ADVISERS, LLC | $0.6 | 324839 | |
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - | |
| TELEMUS CAPITAL, LLC | $0.0 | 168794 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
17 active
| Name | Title |
|---|---|
| STELLEY, JOHN, C. | CHIEF COMPLIANCE OFFICER |
| BENNARD, MOLLY, LYNN | CHIEF EXECUTIVE OFFICER |
| DETOLLA, AMY, THERESE | CHIEF EXPERIENCE OFFICER |
| BRITTON, GREGORY, ROBERT | CHIEF CLIENT OFFICER |
| WILDE, CHRISTOPHER, JAMES | CHIEF OPERATIONS OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
50 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| PATRICK JAMIN | HUNT VALLEY | MD | CHARTERED FINANCIAL ANALYST | ||||||
| BRIAN PIRRI | HUNT VALLEY | MD | S63|2012-07-30|S65|2007-10-11 | CERTIFIED FINANCIAL PLANNER | |||||
| ROBERT WRIGHT | HUNT VALLEY | MD | S66|2006-10-17 | ||||||
| KEHONG ZHU | HUNT VALLEY | MD | CHARTERED FINANCIAL ANALYST | ||||||
| JULIE COLUCCI | HUNT VALLEY | MD | S65|2017-03-07 | CERTIFIED FINANCIAL PLANNER | |||||
| STAVROS RIZAKOS | HUNT VALLEY | MD | S65|2020-12-07 | ||||||
| JOSEPH MERKLE | HUNT VALLEY | MD | S65|2013-11-14 | ||||||
| CHARLES PEPE | HUNT VALLEY | MD | S65|2015-11-09 | ||||||
| JOSEPH MCNICHOLAS | HUNT VALLEY | MD | S65|2023-04-18 | CERTIFIED FINANCIAL PLANNER | |||||
| ARTEM DAVLETSHIN | HUNT VALLEY | MD | S65|2017-05-25 | CHARTERED FINANCIAL ANALYST | |||||
| FRANK MENTONE | HUNT VALLEY | MD | S66|2014-09-24 | CHARTERED FINANCIAL ANALYST | |||||
| FRANK INGARRA | HUNT VALLEY | MD | S63|1998-10-27|S65|2011-05-24 | ||||||
| JACOB WICK | HUNT VALLEY | MD | S65|2011-03-21 | ||||||
| GUSTAVO DE LA ROCA | HUNT VALLEY | MD | S63|2002-12-06|S65|2021-07-30 | ||||||
| ANDREW WARNING | HUNT VALLEY | MD | S63|1999-05-20|S66|2009-04-06 | ||||||
| JOHN ROUTHIER | HUNT VALLEY | MD | S66|2009-12-30 | ||||||
| WILLIAM OSTRUZKA | HUNT VALLEY | MD | S63|2007-08-18|S66|2008-05-12 | ||||||
| ROGER ALBRECHT | HUNT VALLEY | MD | CHARTERED FINANCIAL ANALYST | ||||||
| MICHAEL PORRICELLI | HUNT VALLEY | MD | S66|2021-06-28 | ||||||
| STEPHANIE O'DONNELL | HUNT VALLEY | MD | S65|2017-01-23 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MD, AK-07/10/2023, AL-12/14/2020, AR-11/26/2021, AZ-12/14/2020, CA-12/14/2020, CO-08/17/2021, CT-12/14/2020, DC-11/26/2021, DE-11/26/2021, FL-12/14/2020, GA-12/14/2020, HI-12/14/2020, IA-11/26/2021, ID-11/26/2021, IL-12/14/2020, IN-11/26/2021, KS-12/14/2020, KY-11/26/2021, LA-11/26/2021, MA-12/14/2020, MD-12/14/2020, ME-11/26/2021, MI-12/14/2020, MN-11/26/2021, MO-08/17/2021, MS-11/26/2021, MT-11/26/2021, NC-12/14/2020, ND-07/10/2023, NE-11/26/2021, NH-11/26/2021, NJ-12/21/2020, NM-11/26/2021, NV-12/14/2020, NY-12/14/2020, OH-12/14/2020, OK-11/26/2021, OR-12/14/2020, PA-12/14/2020, RI-11/26/2021, SC-12/14/2020, SD-11/26/2021, TN-12/14/2020, TX-12/14/2020, UT-11/26/2021, VA-12/14/2020, VT-11/26/2021, WA-12/14/2020, WI-12/14/2020, WY-04/27/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV