← Tributary

TRAVER FINANCIAL CONSULTING NETWORK PA

LAKEWOOD RANCH, FL · CRD 139459 · IAPD ↗ · 917-576-0308

$121.7MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2026 — TRAVER FINANCIAL CONSULTING NETWORK PA (LAKEWOOD RANCH, FL) is newly SEC-registered with $121.7M 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.