CONNECTED WEALTH SOLUTIONS, LLC
CRD #277111 SEC #801-128240 LA GRANDE, OR (541) 963-7800
SEC Registered
Total AUM
$186.8M
Discretionary
$186.8M
Employees
3
Clients
101
Accounts
667
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $186.8M | $186.8M | $0 | 3 | 0 |
| Mar 2025 | $186.8M | $186.8M | $0 | 3 | 0 |
| Aug 2024 | $145.5M | $145.5M | $0 | 4 | 0 |
| Feb 2024 | $145.5M | $145.5M | $0 | 4 | 0 |
| Jul 2023 | $122.2M | $122.2M | $0 | 4 | 0 |
| May 2023 | $122.2M | $122.2M | $0 | 4 | 0 |
DateJul 2025
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees4
Clients0