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INDEX FINANCIAL ADVISORS LLC

· CRD 141036 · IAPD ↗ · 510-910-8720

$125.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — INDEX FINANCIAL ADVISORS LLC (location n/a) is newly SEC-registered with $125.6M 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.