SourcingSourcing

CONNECTED WEALTH SOLUTIONS, LLC

C36
CRD 277111·SEC 801-128240·LA GRANDE, OR
AUM
$226.4M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$679K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONNECTED WEALTH SOLUTIONS, LLC
CRD
277111
SEC file #
801-128240
EIN
—
DBA names
—

Economics

AUM
$226.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$186.8M → $226.4M▲ +21%
Client mix
Individuals Other243
Individuals High Net Worth69
Corporations6

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
LA GRANDE OR
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
02/18/2026
ADV-W filed at
—
Website
connectedwealthllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GUNDERSON, BRENT, MARTIN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GUNDERSON, BRENT, MARTIN
HEWITT, CHELSEA, ANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CONNECTEDWEALTHLLC.COM
Rdap Domain Creation Date
2015-08-14T16:42:26Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1863
Soi Zip Pct 200k Plus
0.0362
Soi Zip Returns 200k Plus
280
Soi Zip Total AGI
502,568
Fdic Zip Total Deposits
10,410,010,000
Fdic Zip Branch Count
236
Fdic Zip Top Banks
U.S. Bank National Association
Banner Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Bank of America OregonLA Grande, OR
Pioneer Bank, A FSBLagrande, OR
Fdic Zip HHI
1178.49
Fdic Zip Top Bank Share Pct
20.69
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-14T16:42:26Z
Rdap Domain Last Changed
2023-09-01T23:38:33Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI28,356
Returns2,280
Stub 2
AGI76,008
Returns2,060
Stub 3
AGI70,717
Returns1,150
Soi Zip Total Business Income
11,084
Soi Zip Total Cap Gains
18,501
Soi Zip Total Dividends
6,065
Soi Zip Total Returns
7,730
Top Owner CRD
6540515
Trust Company Affiliate
No

People (3)

3
GUNDERSON, BRENT, MARTIN
IAR · Direct Owner · 37.5%
6540515
POE, MICHAEL, RAE
IAR · Direct Owner · 37.5%
6548614
HEWITT, CHELSEA, ANN
Direct Owner · 37.5%
7328155