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FOUR TREE ISLAND ADVISORY LLC

PORTSMOUTH, NH · CRD 158851 · IAPD ↗ · fourtreeislandadvisory.com · 603-427-8053

$182.2MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — FOUR TREE ISLAND ADVISORY LLC reported RAUM up 33% ($122.5M -> $163.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — FOUR TREE ISLAND ADVISORY LLC (PORTSMOUTH, NH) is newly SEC-registered with $122.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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