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QUISH

BOULDER, CO · CRD 146212 · IAPD ↗ · quishco.com · 303-523-6122

$154.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — QUISH reported RAUM up 36% ($113.4M -> $154.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2025 — QUISH (BOULDER, CO) is newly SEC-registered with $113.4M 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.