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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2025
- Office Locations
- 10
Office Locations
About Connective Wealth Partners, LLC
Connective Wealth Partners, LLC is a Farmingdale-based RIA with 10 offices. The firm has been operating for 1 years. Managing $77.6M in total assets under management, with 10 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Reported data analysis
What the numbers show
Between December 26, 2025 and September 8, 2026, reported AUM increased 111.6%, from $36.7M to $77.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 316 clients, or 31.6 clients per representative. That equates to $245.5K in reported AUM per client.
The profile lists 10 reported office locations and 1 years in operation. The source data was last updated on September 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Connective Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Christopher Michael Mortara
--
- CRD
- #2858346
- Ownership
- Less than 5%
ANDREW THOMAS NIGRELLI
President
- CRD
- #4431908
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Adam Aksamit
--
- CRD
- #8328689
KADRI CLAUDE AUGUSTIN
Chief Operating Officer
- CRD
- #5779545
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,567,476 | $125,311 |
| Non-Discretionary | $0 | -- |
| Total | $77,567,476 | $125,311 |
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Separately Managed Accounts
SMA allocation detail is available
Connective Wealth Partners, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.