← Tributary

VEACH FAMILY FINANCIAL

NORTH LITTLE ROCK, AR · CRD 115798 · IAPD ↗ · veachfamilyfinancial.com · 501-753-0313

$134.5MRegulatory AUM
2Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2024 — VEACH FAMILY FINANCIAL notice-filed in FL, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — VEACH FAMILY FINANCIAL now reports custody of client assets ($25.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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