SourcingSourcing

CONNECTIVE WEALTH PARTNERS, LLC

C30
CRD 335624·SEC 801-132738
AUM
$77.6M
$25M-$100M
Est. Revenue
$776K
@ 1% on AUM
Est. EBITDA
$233K
@ 30% margin
Est. Deal Value
$1.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONNECTIVE WEALTH PARTNERS, LLC
CRD
335624
SEC file #
801-132738
EIN
—
DBA names
—

Economics

AUM
$77.6M
AUM band
$25M-$100M
AUM trajectory
'25'26
$36.7M → $77.6M▲ +112%
Client mix
Individuals Other311
Individuals High Net Worth5

Operations

Employees (total)
12
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'25'26
7 advisors → 10 advisors▲ +43%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
connectivewealth.ai

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CONNECTIVE TECHNOLOGIES LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
CONNECTIVE TECHNOLOGIES LLC
NIGRELLI, ANDREW, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
connectivewealth.ai
Rdap Domain Creation Date
2025-01-24T18:57:26.627Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
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

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
Altruist4
E*trade4
Firm Has Custody
No
Rdap Domain Expiration Date
2027-01-24T18:57:26.627Z
Rdap Domain Last Changed
2026-02-18T18:26:29.847Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (11)

11
NIGRELLI, ANDREW, THOMAS
IAR · Executive Officer · 2.5%
4431908
ROSEN, IAN, HARRIS
Executive Officer · 2.5%
8173103
Christopher Michael Mortara
Executive Officer · 2.5%
2858346
Nicole Miriam Lapin
IAR
8205416
JILL CHRISTINE Wagner
IAR
1459258
ULLMAN, WILLIAM, ALEXANDER
IAR
1991837
Erika Moromisato
IAR
7911332
KADRI CLAUDE AUGUSTIN
IAR
5779545
Tina Hang
IAR
7896574
Garrett Dean Faulconer
IAR
7896491
Joy Zilan Liu
IAR
7861516