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SIHARUM ADVISORS, LLC

BOSTON, MA · CRD 147957 · IAPD ↗ · managerfirst.net (reserved) · (617) 428-7500

$687.5MRegulatory AUM
3Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — SIHARUM ADVISORS, LLC notice-filed in OR, RI, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — SIHARUM ADVISORS, LLC crossed $500M in regulatory AUM ($489.6M -> $560.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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