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V2 FINANCIAL GROUP, LLC

· CRD 142189 · IAPD ↗ · v2financialgroup.com · 630-364-4529

$350.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — V2 FINANCIAL GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — V2 FINANCIAL GROUP, LLC reported RAUM up 27% ($276.8M -> $350.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — V2 FINANCIAL GROUP is now doing business as V2 FINANCIAL GROUP, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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