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EURO PACIFIC ASSET MANAGEMENT, LLC

DORADO, PR · CRD 152922 · IAPD ↗ · 1-866-878-2881

$2.18BRegulatory AUM
5Advisory reps
14Employees
0Clients
n/aPlanning clients
0Private funds
52States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — EURO PACIFIC ASSET MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
72
April 2026 — EURO PACIFIC ASSET MANAGEMENT, LLC reported RAUM up 60% ($1.36B -> $2.18B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — EURO PACIFIC ASSET MANAGEMENT, LLC shrank from 10 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
76
April 2024 — EURO PACIFIC ASSET MANAGEMENT, LLC grew from 4 to 10 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.