# CONNECTED WEALTH SOLUTIONS, LLC

CONNECTED WEALTH SOLUTIONS, LLC of LA GRANDE, OR is an SEC-registered investment adviser.

## Registration

- CRD: 277111
- Type: SEC-registered investment adviser
- SEC file number: 801-128240
- Location: 1121 ADAMS AVENUE, LA GRANDE, OR, 97850
- Phone: (541) 963-7800
- Latest filing: 2026-02-18
- Regulatory AUM: $226.4M
- Discretionary AUM: $226.4M
- Clients: 3
- Accounts: 721

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Chelsea Ann Hewitt | MEMBER | — |
| Brent Martin Gunderson | MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Michael Rae Poe | MEMBER | — |
| Yvonne Kathleen Roberts | MEMBER | — |
| GUNDERSON BRENT MARTIN | MEMBER / CHIEF COMPLIANCE OFFICER | — |
| POE MICHAEL RAE | MEMBER | — |
| ROBERTS YVONNE KATHLEEN | MEMBER | — |
| HEWITT CHELSEA ANN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/277111/brochure
- Similar advisers: https://search.stillhousedata.com/firm/277111/similar
- Related entities: https://search.stillhousedata.com/firm/277111/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/277111

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.