CONNECTUS WEALTH, LLC
Legal name: CONNECTUS WEALTH
CRD #310912 SEC #801-119970 HUNT VALLEY, MD 513-832-5463
SEC Registered Private Funds
Total AUM
$8.7B
Discretionary
$8.5B
Employees
97
Clients
--
Accounts
12,022
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $8.7B | $8.5B | $137M | 97 | 0 |
| Apr 2024 | $8.7B | $8.5B | $137M | 97 | 0 |
| Mar 2024 | $8.7B | $8.5B | $137M | 97 | 0 |
| Mar 2024 | $8.7B | $8.5B | $137M | 97 | 0 |
| Mar 2024 | $8.7B | $8.5B | $137M | 97 | 0 |
| Sep 2023 | $7.7B | $7.6B | $114.9M | 89 | 0 |
| Sep 2023 | $7.7B | $7.6B | $114.9M | 89 | 0 |
| Aug 2023 | $7.7B | $7.6B | $114.9M | 89 | 0 |
| Aug 2023 | $7.7B | $7.6B | $114.9M | 89 | 0 |
| Aug 2023 | $6.8B | $6.7B | $96.3M | 74 | 0 |
| Aug 2023 | $6.8B | $6.7B | $96.3M | 74 | 0 |
| Aug 2023 | $6.8B | $6.7B | $96.3M | 74 | 0 |
| Jul 2023 | $6.8B | $6.7B | $96.3M | 74 | 0 |
| Jun 2023 | $6.8B | $6.7B | $96.3M | 74 | 0 |
| Jun 2023 | $6.8B | $6.7B | $96.3M | 74 | 0 |
| Apr 2023 | $6.8B | $6.7B | $96.3M | 74 | 0 |
| Mar 2023 | $6.8B | $6.7B | $96.3M | 71 | 0 |
| Mar 2023 | $6.8B | $6.7B | $96.3M | 71 | 0 |
| Jan 2023 | $7.6B | $7.4B | $138M | 61 | 0 |
| Dec 2022 | $7.6B | $7.4B | $138M | 61 | 0 |
| Dec 2022 | $7.6B | $7.4B | $138M | 61 | 0 |
| Aug 2022 | $7.6B | $7.4B | $138M | 61 | 0 |
| Jun 2022 | $7.6B | $7.4B | $138M | 61 | 0 |
| Jun 2022 | $7.6B | $7.4B | $138M | 61 | 0 |
| Apr 2022 | $7.6B | $7.4B | $138M | 61 | 0 |
| Apr 2022 | $7.6B | $7.4B | $138M | 61 | 0 |
| Apr 2022 | $7.6B | $7.4B | $138M | 61 | 0 |
| Mar 2022 | $3.9B | $3.9B | $0 | 44 | 0 |
| Mar 2022 | $3.9B | $3.9B | $0 | 44 | 0 |
| Mar 2022 | $3.9B | $3.9B | $0 | 44 | 0 |
| Feb 2022 | $3.5B | $3.5B | $0 | 44 | 0 |
| Feb 2022 | $3.5B | $3.5B | $0 | 44 | 0 |
| Nov 2021 | $3.5B | $3.5B | $0 | 44 | 0 |
| Nov 2021 | $3.5B | $3.5B | $0 | 44 | 0 |
| Aug 2021 | $908.7M | $908.7M | $0 | 10 | 0 |
| Jun 2021 | $908.7M | $908.7M | $0 | 10 | 0 |
| Apr 2021 | $908.7M | $908.7M | $0 | 10 | 0 |
| Jan 2021 | $0 | $0 | $0 | 10 | 0 |
| Dec 2020 | $0 | $0 | $0 | 10 | 0 |
| Dec 2020 | $0 | $0 | $0 | 10 | 0 |
| Nov 2020 | $0 | $0 | $0 | 10 | 0 |
| Nov 2020 | $0 | $0 | $0 | 10 | 0 |
DateMay 2024
Total AUM$8.7B
Discretionary$8.5B
Non-Disc.$137M
Employees97
Clients0
DateApr 2024
Total AUM$8.7B
Discretionary$8.5B
Non-Disc.$137M
Employees97
Clients0
DateMar 2024
Total AUM$8.7B
Discretionary$8.5B
Non-Disc.$137M
Employees97
Clients0
DateMar 2024
Total AUM$8.7B
Discretionary$8.5B
Non-Disc.$137M
Employees97
Clients0
DateMar 2024
Total AUM$8.7B
Discretionary$8.5B
Non-Disc.$137M
Employees97
Clients0
DateSep 2023
Total AUM$7.7B
Discretionary$7.6B
Non-Disc.$114.9M
Employees89
Clients0
DateSep 2023
Total AUM$7.7B
Discretionary$7.6B
Non-Disc.$114.9M
Employees89
Clients0
DateAug 2023
Total AUM$7.7B
Discretionary$7.6B
Non-Disc.$114.9M
Employees89
Clients0
DateAug 2023
Total AUM$7.7B
Discretionary$7.6B
Non-Disc.$114.9M
Employees89
Clients0
DateAug 2023
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$96.3M
Employees74
Clients0
DateAug 2023
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$96.3M
Employees74
Clients0
DateAug 2023
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$96.3M
Employees74
Clients0
DateJul 2023
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$96.3M
Employees74
Clients0
DateJun 2023
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$96.3M
Employees74
Clients0
DateJun 2023
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$96.3M
Employees74
Clients0
DateApr 2023
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$96.3M
Employees74
Clients0
DateMar 2023
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$96.3M
Employees71
Clients0
DateMar 2023
Total AUM$6.8B
Discretionary$6.7B
Non-Disc.$96.3M
Employees71
Clients0
DateJan 2023
Total AUM$7.6B
Discretionary$7.4B
Non-Disc.$138M
Employees61
Clients0
DateDec 2022
Total AUM$7.6B
Discretionary$7.4B
Non-Disc.$138M
Employees61
Clients0
DateDec 2022
Total AUM$7.6B
Discretionary$7.4B
Non-Disc.$138M
Employees61
Clients0
DateAug 2022
Total AUM$7.6B
Discretionary$7.4B
Non-Disc.$138M
Employees61
Clients0
DateJun 2022
Total AUM$7.6B
Discretionary$7.4B
Non-Disc.$138M
Employees61
Clients0
DateJun 2022
Total AUM$7.6B
Discretionary$7.4B
Non-Disc.$138M
Employees61
Clients0
DateApr 2022
Total AUM$7.6B
Discretionary$7.4B
Non-Disc.$138M
Employees61
Clients0
DateApr 2022
Total AUM$7.6B
Discretionary$7.4B
Non-Disc.$138M
Employees61
Clients0
DateApr 2022
Total AUM$7.6B
Discretionary$7.4B
Non-Disc.$138M
Employees61
Clients0
DateMar 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees44
Clients0
DateMar 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees44
Clients0
DateMar 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees44
Clients0
DateFeb 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees44
Clients0
DateFeb 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees44
Clients0
DateNov 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees44
Clients0
DateNov 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees44
Clients0
DateAug 2021
Total AUM$908.7M
Discretionary$908.7M
Non-Disc.$0
Employees10
Clients0
DateJun 2021
Total AUM$908.7M
Discretionary$908.7M
Non-Disc.$0
Employees10
Clients0
DateApr 2021
Total AUM$908.7M
Discretionary$908.7M
Non-Disc.$0
Employees10
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0