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PPB ADVISORS, LLC

WEST CONSHOHOCKEN, PA · CRD 152303 · IAPD ↗ · ppbcapitalpartners.com · 484.278.4017

$4.75BRegulatory AUM
0Advisory reps
42Employees
2Clients
n/aPlanning clients
119Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

15
April 2026 — PPB ADVISORS, LLC changed its website from ppbadvisors.com to ppbcapitalpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2025 — PPB ADVISORS, LLC reported RAUM up 44% ($2.76B -> $3.96B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
March 2024 — PPB ADVISORS, LLC moved its main office from CONSHOHOCKEN, PA to WEST CONSHOHOCKEN, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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