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DERASTONE

· CRD 153748 · IAPD ↗ · wealthhabits.com · (914) 685-6851

$84.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — DERASTONE reported RAUM up 33% ($54.1M -> $72.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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