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WALDMAN FINANCIAL ADVISERS

· CRD 146763 · IAPD ↗ · waldmanadvisers.com · 703-281-7100

$104.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — WALDMAN FINANCIAL ADVISERS (location n/a) left the SEC roster (was $104.3M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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