← Tributary

YOUR RETIREMENT COACH

MARIETTA, GA · CRD 125573 · IAPD ↗ · 770.427.5227

$377.1MRegulatory AUM
7Advisory reps
14Employees
0Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — YOUR RETIREMENT COACH (MARIETTA, GA) left the SEC roster (was $377.1M RAUM, 7 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
68
March 2025 — YOUR RETIREMENT COACH now reports custody of client assets ($359.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
72
April 2024 — YOUR RETIREMENT COACH grew from 4 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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