← Tributary

MASLOW WEALTH ADVISORS

AUSTIN, TX · CRD 107722 · IAPD ↗ · 512-610-6930

$2.84BRegulatory AUM
16Advisory reps
27Employees
1Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2026 — MASLOW WEALTH ADVISORS reported RAUM up 38% ($2.07B -> $2.84B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
August 2025 — MASLOW WEALTH ADVISORS notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2025 — MASLOW WEALTH ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
April 2025 — MASLOW WEALTH ADVISORS changed its website from durbinbennettwealth.com to maslow-wealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
63
April 2025 — MASLOW WEALTH ADVISORS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2025 — MASLOW WEALTH ADVISORS grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
May 2024 — MASLOW WEALTH ADVISORS notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2024 — MASLOW WEALTH ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2024 — MASLOW WEALTH ADVISORS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC is now doing business as MASLOW WEALTH ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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