← Tributary

FINANCIAL AVENUES

· CRD 153458 · IAPD ↗ · myfinancialavenues.com · 913-735-7283

$147.6MRegulatory AUM
4Advisory reps
4Employees
66Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — FINANCIAL AVENUES grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
January 2026 — FINANCIAL AVENUES (location n/a) is newly SEC-registered with $127.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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