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THE ITHAKA GROUP, LLC

ARLINGTON, VA · CRD 146975 · IAPD ↗ · ithakagroup.com · 240-395-5000

$572.1MRegulatory AUM
4Advisory reps
7Employees
8Clients
n/aPlanning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — THE ITHAKA GROUP, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — THE ITHAKA GROUP, LLC crossed $500M in regulatory AUM ($449.9M -> $515.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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