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POULOS ADVISORS, INC.

SOUTH BURLINGTON, VT · CRD 141905 · IAPD ↗ · 802-862-7361

$150.4MRegulatory AUM
2Advisory reps
3Employees
12Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — POULOS ADVISORS, INC. (SOUTH BURLINGTON, VT) is newly SEC-registered with $133.3M RAUM and 2 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.