← Tributary

PRIO WEALTH LP

BOSTON, MA · CRD 105058 · IAPD ↗ · priowealth.com · 617-224-1900

$3.74BRegulatory AUM
14Advisory reps
28Employees
2Clients
51-100Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2025 — PRIO WEALTH LP (BOSTON, MA) left the SEC roster (was $3.74B RAUM, 14 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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