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HANSEATIC MANAGEMENT SERVICES INC

ALBUQUERQUE, NM · CRD 107110 · IAPD ↗ · 505-828-2824

$174.0MRegulatory AUM
4Advisory reps
4Employees
1Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — HANSEATIC MANAGEMENT SERVICES INC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2026 — HANSEATIC MANAGEMENT SERVICES INC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2026 — HANSEATIC MANAGEMENT SERVICES INC reported RAUM up 30% ($134.0M -> $174.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — HANSEATIC MANAGEMENT SERVICES INC reported RAUM up 27% ($105.9M -> $134.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
April 2024 — HANSEATIC MANAGEMENT SERVICES INC notice-filed in AZ, CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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