Connective Wealth Partners, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 335624
- SEC number
- 801-132738
- Firm type
- RIA
- Assets under management
- $77.6M as of Apr 30, 2026
- Website
- connectivewealth.ai ↗
- Phone
- (603) 498-1854
- Address
- Not yet retrieved from the source record
Advisors at this firm
9 in our index · page 1 of 1
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Kadri Claude AugustinCRD 5779545 · Farmingdale, NYIA Registered
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Garrett Dean FaulconerCRD 7896491 · Fullerton, CAIA Registered
-
Tina HangCRD 7896574 · Farmingdale, NYIA Registered
-
Nicole Miriam LapinCRD 8205416 · Los Angeles, CAIA Registered
-
Joy Zilan LiuCRD 7861516 · Sneads Ferry, NCIA Registered
-
Erika MoromisatoCRD 7911332 · Hackensack, NJIA Registered
-
Andrew Thomas NigrelliCRD 4431908 · Weston, MAIA RegisteredRegistration inactive
-
William Alexander UllmanCRD 1991837 · Brooklyn, NYIA RegisteredRegistration inactive
-
Jill Christine WagnerCRD 1459258 · Portland, ORIA Registered
1–9 of 9
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 335624 ↗
FINRA BrokerCheck record for firm CRD 335624 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.