← Tributary

ISRAEL INVESTMENT ADVISORS, LLC

DENVER, CO · CRD 153952 · IAPD ↗ · israelinvestmentadvisors.com · 303-861-3798

$96.3MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ISRAEL INVESTMENT ADVISORS, LLC reported RAUM up 110% ($45.9M -> $96.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2025 — ISRAEL INVESTMENT ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
March 2025 — ISRAEL INVESTMENT ADVISORS, LLC reported RAUM up 35% ($34.0M -> $45.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2025 — ISRAEL INVESTMENT ADVISORS, LLC grew from 2 to 4 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.