CONNECTED WEALTH SOLUTIONS, LLC

Overview

Connected Wealth Solutions, LLC is an independent registered investment adviser that provides fee-based portfolio management and financial planning primarily to individuals, families and some institutional clients. The firm operates as a capital allocator and offers discretionary portfolio management, financial planning, pension consulting and the selection of other advisers, which suggests a mix of in-house model management and use of third-party subadvisors where appropriate. Filings indicate the firm is not focused on ESG investing and maintains a traditional fee model that is a percentage of assets under management. Investment activity centers on pooled public fund vehicles as the core building blocks of client portfolios, supplemented by allocations to external real estate managers. The adviser relies heavily on SMA and mutual fund wrappers to implement equity, fixed income and tax-aware strategies, and it uses third-party managers for alternative exposure rather than running significant alternative investments in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices