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REGISTER FINANCIAL ADVISORS, LLC

ATLANTA, GA · CRD 143884 · IAPD ↗ · maywealthstrategies.com · 404-364-2180

$488.5MRegulatory AUM
12Advisory reps
15Employees
0Clients
1-10Planning clients
0Private funds
13States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2025 — REGISTER FINANCIAL ADVISORS, LLC reported RAUM up 34% ($296.1M -> $396.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2025 — REGISTER FINANCIAL ADVISORS, LLC notice-filed in MA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
September 2024 — REGISTER FINANCIAL ADVISORS, LLC changed its website from registerfinancial.com to maywealthstrategies.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
February 2024 — REGISTER FINANCIAL ADVISORS, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
February 2024 — REGISTER FINANCIAL ADVISORS, LLC reported RAUM up 40% ($210.8M -> $296.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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