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RAINSBERGER WEALTH ADVISORS

COLORADO SPRINGS, CO · CRD 108325 · IAPD ↗ · rwapartners.com · 719-328-1944

$355.7MRegulatory AUM
4Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
May 2024 — RAINSBERGER WEALTH ADVISORS (COLORADO SPRINGS, CO) left the SEC roster (was $355.7M RAUM, 4 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
45
April 2024 — RAINSBERGER WEALTH ADVISORS notice-filed in 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.