Connectus Wealth, LLC Info

Connectus Wealth, LLC info

Connectus Wealth, LLC (SEC CIK 1857493) first filed with the SEC on 2021-04-29 (Form 13F-HR) and has filed 13 times since, including 13 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 255 EAST FIFTH STREET, SUITE 1900, CINCINNATI, OH, 45202.

Name: Value Connectus Wealth, LLC.
SEC CIK: Value 1857493.
State of organization: Value DE.
Business address: Value 255 EAST FIFTH STREET, SUITE 1900, CINCINNATI, OH, 45202.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Connectus Wealth, LLC
SEC CIK	1857493
State of organization	DE
Business address	255 EAST FIFTH STREET, SUITE 1900, CINCINNATI, OH, 45202
Mailing address	255 EAST FIFTH STREET, SUITE 1900, CINCINNATI, OH, 45202
Phone	5138325463
Fiscal year end	December 31
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2021-04-29 (Form 13F-HR)
Latest SEC filing	2024-05-14 (Form 13F-HR)
Filings on EDGAR	13
First Form 13F-HR	2021-04-29 (quarter ended 2021-03-31)
Latest Form 13F-HR	2024-05-14 (quarter ended 2024-03-31)
Form 13F-HR filings	13

Filings by Form

Form	Filings	Latest
13F-HR	13	2024-05-14

Filings by Year

Year	Filings	Form 13F-HR
2024	2	2
2023	4	4
2022	4	4
2021	3	3

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