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TPB WEALTH ADVISORS, LLC

SAN ANTONIO, TX · CRD 150508 · IAPD ↗ · tpbwealthadvisors.com · 210-424-8710

$0Regulatory AUM
0Advisory reps
2Employees
0Clients
0Planning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
May 2024 — TPB WEALTH ADVISORS, LLC (SAN ANTONIO, TX) left the SEC roster (was $0 RAUM, 0 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.