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CERTUITY, LLC

NORTH PALM BEACH, FL · CRD 129505 · IAPD ↗ · certuity.com · 561-693-3255

$3.30BRegulatory AUM
15Advisory reps
35Employees
0Clients
101-250Planning clients
27Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — CERTUITY, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2026 — CERTUITY, LLC grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2026 — CERTUITY, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2026 — CERTUITY, LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
January 2026 — CERTUITY, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
January 2026 — CERTUITY, LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — CERTUITY, LLC shrank from 16 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — CERTUITY, LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
October 2024 — CERTUITY, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
August 2024 — CERTUITY, LLC changed its website from altsplus.com to certuity.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — CERTUITY, LLC added office(s): 6 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2024 — CERTUITY, LLC grew from 11 to 16 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.