← Tributary

FAITHWARD ADVISORS, LLC

LANCASTER, PA · CRD 116978 · IAPD ↗ · 717-560-8300

$1.05BRegulatory AUM
16Advisory reps
47Employees
10Clients
More than 500Planning clients
0Private funds
26States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — FAITHWARD ADVISORS, LLC crossed $1B in regulatory AUM ($906.0M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
January 2026 — FAITHWARD ADVISORS, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
August 2025 — FAITHWARD ADVISORS, LLC notice-filed in KY, MI, MO, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — FAITHWARD ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
58
February 2024 — AMBASSADOR ADVISORS, LLC is now doing business as FAITHWARD ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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