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WAYCROSS PARTNERS, LLC

LOUISVILLE, KY · CRD 153838 · IAPD ↗ · 502-410-1900

$1.18BRegulatory AUM
7Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — WAYCROSS PARTNERS, LLC crossed $1B in regulatory AUM ($865.5M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
69
April 2025 — WAYCROSS PARTNERS, LLC reported RAUM up 58% ($548.6M -> $865.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
April 2024 — WAYCROSS PARTNERS, LLC changed its website from waycrossfunds.com to waycrosspartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — WAYCROSS PARTNERS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — WAYCROSS PARTNERS, LLC crossed $500M in regulatory AUM ($300.7M -> $566.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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