← Tributary

FINANCIALLY IN TUNE

STONEHAM, MA · CRD 156200 · IAPD ↗ · financiallyintune.com · 781-587-0582

$326.2MRegulatory AUM
4Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2026 — FINANCIALLY IN TUNE (STONEHAM, MA) left the SEC roster (was $326.2M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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