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ECONOLOGICS FINANCIAL ADVISORS

LARGO, FL · CRD 125738 · IAPD ↗ · wealthforveterinarians.com · 727-588-1540

$183.2MRegulatory AUM
6Advisory reps
18Employees
143Clients
251-500Planning clients
0Private funds
37States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2026 — ECONOLOGICS FINANCIAL ADVISORS changed its website from practicetransitionassessment.com to wealthforveterinarians.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
April 2026 — ECONOLOGICS FINANCIAL ADVISORS reported RAUM up 30% ($140.8M -> $183.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2026 — ECONOLOGICS FINANCIAL ADVISORS notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — ECONOLOGICS FINANCIAL ADVISORS notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
March 2025 — ECONOLOGICS FINANCIAL ADVISORS changed its website from resultsbasedtransitionplanning.com to practicetransitionassessment.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
February 2025 — ECONOLOGICS FINANCIAL ADVISORS notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2024 — ECONOLOGICS FINANCIAL ADVISORS notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — ECONOLOGICS FINANCIAL ADVISORS reported RAUM up 35% ($84.8M -> $114.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2024 — ECONOLOGICS FINANCIAL ADVISORS notice-filed in AL, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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