← Tributary

OFM WEALTH

ORLAND PARK, IL · CRD 123091 · IAPD ↗ · (708) 403-2800

$310.5MRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — OFM WEALTH (ORLAND PARK, IL) left the SEC roster (was $310.5M 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

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