Investment adviser · CRD 310912

CONNECTUS WEALTH

Investment adviser filing (IA)

CONNECTUS WEALTH, LLC

HUNT VALLEY, MD, United States · Form ADV filed May 3, 2024

Regulatory AUM: $8.67B
Client accounts: 12,022
Employees: 97
Advisory professionals: 83

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	1,712	$5,577,108,093	64.3%
Individuals	4,659	$1,727,665,580	19.9%
Retirement plans	97	$840,171,286	9.7%
Corporations & businesses	180	$283,055,487	3.3%
Charities	30	$175,352,965	2.0%
Other clients	Fewer than 5	$36,615,472	0.4%
Pooled investment vehicles	1	$34,501,125	0.4%

Filing source

Form ADV 1873756 · May 3, 2024 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TOPRIDGE CAPITAL PARTNERS (AI), L.P.Private Equity Fund · Last reported May 3, 2024$34.5MGross asset value

Fund administrator UMB FUND SERVICES MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MAYER HOFFMAN MCCANN, P.C. BOSTON, Massachusetts, United States

Custodian UMB FUND SERVICES MILWAUKEE, Wisconsin, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

MAYER HOFFMAN MCCANN, P.C.
PCAOB 199

Fund details & source

Fund ID: 805-8811279476
Reported beneficial owners: 40
Minimum commitment: $500K
Form D file number: 021-37480301

Form ADV 1873756 · May 3, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 3, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

20 WIGHT AVE, #155
HUNT VALLEY, MD, 21030, United States

CRD 310912

Filing source

Form ADV 1873756 · May 3, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.