← Tributary

IRC WEALTH

ATLANTA, GA · CRD 132022 · IAPD ↗ · 404-968-9348

$666.7MRegulatory AUM
8Advisory reps
11Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2025 — IRC WEALTH reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — IRC WEALTH crossed $500M in regulatory AUM ($432.3M -> $518.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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