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Chief Executive Officer · Connective Wealth Partners, LLC

Ian H. Rosen

CRD 8173103 · Named on Form ADV at one SEC-registered adviser

At a glance

Connective Wealth Partners, LLC, an SEC-registered wealth manager with $78 million in regulatory assets, lists Ian H. Rosen on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Ian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.