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ARM FINANCIAL LLC

· CRD 144340 · IAPD ↗ · indexplus.co · 617-520-4044

$49.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
1Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2026 — ARM FINANCIAL LLC (location n/a) is newly SEC-registered with $45.1M 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.