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AMICUS FINANCIAL ADVISORS, LLC

LUBBOCK, TX · CRD 131315 · IAPD ↗ · 806-698-1122

$550.9MRegulatory AUM
19Advisory reps
19Employees
0Clients
More than 500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — AMICUS FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($438.8M -> $511.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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