C
$226.4M Total AUM
$226.4M Disc. AUM
-- 3Y CAGR
3 Employees
318 ADV. Clients
10 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-09-2015
- Office Locations
- 1
Office Locations
1121 Adams Avenue LA Grande OR
About Connected Wealth Solutions, LLC
Connected Wealth Solutions, LLC is a LA Grande-based RIA. The firm has been operating for 10 years. Managing $226.4M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and Vanguard.
Team overview
44 AVG AGE
$113.2M AVG AUM / ADVISOR
$712.0K AVG AUM / CLIENT
9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
B
BRENT MARTIN GUNDERSON
Chief Compliance Officer, Wealth Advisor
- CRD
- #6540515
- Ownership
- 25% but less than 50%
Available
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Available
C
CHELSEA ANN HEWITT
--
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $226,401,522 | $314,010 |
| Non-Discretionary | $0 | -- |
| Total | $226,401,522 | $314,010 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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