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Disclosure Statement

Important Disclosures

Connectus Wealth, LLC (“Connectus”) is an SEC-registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Connectus has attained a particular level of skill or ability.  Connectus may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  This website (referred to herein as the “Website”) is limited to the dissemination of general information pertaining to Connectus’ advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Connectus’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Connectus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Connectus does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Website or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Certain portions of the Website (i.e. newsletters, articles, commentaries, etc.) may contain discussions of, and/or provide access to, Connectus’ (and those of other investment and non-investment professionals) positions and/or opinions as of a specific prior date.  Due to various factors, including changing market conditions, such discussions may no longer be reflective of current positions and/or opinions.  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Connectus, or from any other investment professional.  Connectus is neither an attorney nor an accountant, and no portion of the Website content should be interpreted as legal, accounting or tax advice.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Website, to release and hold harmless Connectus, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from his/her/its use of the Website and/or any of the content of the Website and also from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Connectus.

Form CRS
Privacy notice
ADV Part 2A