← Tributary

WAYCROSS INVESTMENT MANAGEMENT CO

BELLINGHAM, WA · CRD 105034 · IAPD ↗ · waycross.com · 360-671-0148

$252.4MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2024 — WAYCROSS INVESTMENT MANAGEMENT CO notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — WAYCROSS INVESTMENT MANAGEMENT CO reported RAUM up 28% ($152.5M -> $194.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.