← Tributary

EXPERIENTIAL WEALTH, INC.

CABIN JOHN, MD · CRD 116983 · IAPD ↗ · experientialwealth.com · 703-847-4380

$164.2MRegulatory AUM
2Advisory reps
2Employees
10Clients
1-10Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2024 — EXPERIENTIAL WEALTH, INC. (CABIN JOHN, MD) left the SEC roster (was $164.2M RAUM, 2 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

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