← Tributary

FOREVER FINANCIAL ADVISORS, LLC

· CRD 134486 · IAPD ↗ · foreverfinancial.com · 585-598-1377

$72.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — FOREVER FINANCIAL ADVISORS, LLC reported RAUM up 36% ($52.9M -> $72.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
December 2025 — FOREVER FINANCIAL ADVISORS, LLC (location n/a) is newly SEC-registered with $52.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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