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PAYANT WEALTH MANAGEMENT GROUP

SUN CITY CENTER, FL · CRD 134854 · IAPD ↗ · 813-633-7333

$235.6MRegulatory AUM
5Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — PAYANT WEALTH MANAGEMENT GROUP (SUN CITY CENTER, FL) left the SEC roster (was $235.6M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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