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TPG FINANCIAL ADVISORS, LLC

PORTLAND, OR · CRD 141153 · IAPD ↗ · thepartnersgroup.com · 503-241-9550

$2.22BRegulatory AUM
13Advisory reps
21Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — TPG FINANCIAL ADVISORS, LLC now reports custody of client assets ($354.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
April 2025 — TPG FINANCIAL ADVISORS, LLC grew from 8 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2024 — TPG FINANCIAL ADVISORS, LLC reported RAUM up 25% ($1.32B -> $1.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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