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WALLSTREETI.COM

NEW YORK, NY · CRD 123567 · IAPD ↗ · 855-888-9255

$105.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — WALLSTREETI.COM notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — WALLSTREETI.COM reported RAUM up 26% ($71.9M -> $90.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — WALLSTREETI.COM reported RAUM up 35% ($53.3M -> $71.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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