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PRECISION FIDUCIARY PARTNERS, LLC

AUSTIN, TX · CRD 149694 · IAPD ↗ · mesirowfinancial.com · (512) 879-1505

$24.08BRegulatory AUM
8Advisory reps
17Employees
0Clients
0Planning clients
0Private funds
48States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — PRECISION FIDUCIARY PARTNERS, LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
60
August 2026 — LEAFHOUSE FINANCIAL ADVISORS, LLC is now doing business as PRECISION FIDUCIARY PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
December 2025 — LEAFHOUSE FINANCIAL ADVISORS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — LEAFHOUSE FINANCIAL ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — LEAFHOUSE FINANCIAL ADVISORS, LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2024 — LEAFHOUSE FINANCIAL ADVISORS, LLC notice-filed in ME, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2024 — LEAFHOUSE FINANCIAL ADVISORS, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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