| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Martin Gunderson Control | Member / Chief Compliance Officer | 25-50% | 2015 |
| Chelsea Ann Hewitt Control | Member | 25-50% | 2020 |
| Michael Rae Poe Control | Member | 25-50% | 2015 |
Connected Wealth Solutions, LLC reports $186.8 million in regulatory assets under management on its Form ADV.
Connected Wealth Solutions, LLC reports 3 employees.
Connected Wealth Solutions, LLC is based in La Grande, OR and has been SEC-registered since 2023.
Connected Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1121 Adams Avenue, La Grande, OR 97850 |
| Phone | (541) 963-7800 |
| Fax | (541) 963-9434 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $186.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $186.8M |