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Nicole Miriam Lapin

Investment adviser representative at Connective Wealth Partners, LLC
15 yearsExperience
1 stateRegistered in
$77.6MFirm assets
1 yearFirm in business

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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

Experience

15 years in the industry.

  1. Connective Wealth Partners, LLCDec 2025 to now
  2. Money News NetworkJan 2023 to now
  3. Nothing But Gold ProductionsDec 2011 to Dec 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

Connective Wealth Partners, LLC

$77.6MAssets managed
316Clients
10Advisers
1 yearIn 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
8205416
Firm CRD
335624
Advisor's SEC record (opens in a new tab)
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