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FOUNTAINHEAD FINANCIAL, LLC

CHICAGO, IL · CRD 150813 · IAPD ↗ · fountainheadfinancial.us · 312-222-9840

$543.2MRegulatory AUM
2Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — FOUNTAINHEAD FINANCIAL, LLC crossed $500M in regulatory AUM ($453.5M -> $543.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
April 2025 — FOUNTAINHEAD FINANCIAL, LLC reported RAUM up 32% ($342.6M -> $453.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — FOUNTAINHEAD FINANCIAL, LLC reported RAUM up 30% ($264.3M -> $342.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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