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VICTORY WEALTH PARTNERS

MULLICA HILL, NJ · CRD 107203 · IAPD ↗ · 856-464-3100

$102.5MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
9States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — VICTORY WEALTH PARTNERS notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — VICTORY WEALTH PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — VICTORY WEALTH PARTNERS reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2025 — VICTORY WEALTH PARTNERS grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
April 2024 — VICTORY WEALTH PARTNERS notice-filed in FL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — VICTORY FIDUCIARY CONSULTING is now doing business as VICTORY WEALTH PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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