$77.6M Total AUM
$77.6M Disc. AUM
-- 3Y CAGR
12 Employees
316 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2025
- Office Locations
- 8
Office Locations
-- Brooklyn NY
-- Farmingdale NY
-- Fullerton CA
About Connective Wealth Partners, LLC
Connective Wealth Partners, LLC is a Farmingdale-based RIA with 8 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.
Team overview
43 AVG AGE
$7.8M AVG AUM / ADVISOR
$245.5K AVG AUM / CLIENT
0.9 yrs AVG TENURE
12 Employees
10 Advisory Reps
10 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
C
Christopher Michael Mortara
--
- CRD
- #2858346
- Ownership
- Less than 5%
Available
Available
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ANDREW THOMAS NIGRELLI
President
- CRD
- #4431908
- Ownership
- Less than 5%
Available
Available
Available
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KADRI CLAUDE AUGUSTIN
Chief Operating Officer
- CRD
- #5779545
Available
Available
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Garrett Dean Faulconer
--
- CRD
- #7896491
Available
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Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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