Craig Ashby Connolly
Investment adviser representative at Thepartners Wealth Management
14 yearsExperience
1 stateRegistered in
$1.2BFirm assets
4 yearsFirm in business
Are you Craig Ashby Connolly? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Thepartners Wealth ManagementSep 2024 to now
- Scf Investment Advisors, IncOct 2021 to Oct 2024
- Rdx Flex, LLCFeb 2021 to Mar 2023
- WorkivaOct 2019 to Mar 2021
- AloomaOct 2018 to Oct 2019
- WorkivaOct 2012 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Thepartners Wealth Management
Legal name: The Partners Wealth Management, LLC
$1.2BAssets managed
6,212Clients
35Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5045632
- Firm CRD
- 314816