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AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED

MUMBAI, India · CRD 156771 · IAPD ↗ · +91-22-6648-0909

$2.00BRegulatory AUM
6Advisory reps
248Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

43
August 2026 — AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
July 2025 — AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED added office(s): 6 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
July 2024 — AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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