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MEDINA VALUE PARTNERS, LLC

LOS ANGELES, CA · CRD 155192 · IAPD ↗ · (310) 979-6900

$717.2MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — MEDINA VALUE PARTNERS, LLC reported RAUM up 40% ($511.6M -> $717.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — MEDINA VALUE PARTNERS, LLC crossed $500M in regulatory AUM ($341.6M -> $511.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2025 — MEDINA VALUE PARTNERS, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
April 2024 — MEDINA VALUE PARTNERS, LLC reported RAUM up 32% ($258.0M -> $341.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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