← Tributary

INVESTOR FAN

· CRD 159301 · IAPD ↗ · panfili-financial.com · 425-372-7517

$787.4MRegulatory AUM
16Advisory reps
18Employees
0Clients
0Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — INVESTOR FAN crossed $500M in regulatory AUM ($427.7M -> $787.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2026 — INVESTOR FAN notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2026 — INVESTOR FAN added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
January 2026 — INVESTOR FAN notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
January 2026 — INVESTOR FAN added office(s): 10 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
December 2025 — INVESTOR FAN changed its website from facebook.com.sherpawealthstrategies to panfili-financial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
December 2025 — INVESTOR FAN notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2025 — INVESTOR FAN changed its website from thewaytoinvest.com to facebook.com.sherpawealthstrategies.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2025 — INVESTOR FAN notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — INVESTOR FAN added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
February 2025 — INVESTOR FAN notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — INVESTOR FAN added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
February 2025 — INVESTOR FAN reported RAUM up 67% ($255.4M -> $427.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
January 2025 — INVESTOR FAN notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — INVESTOR FAN added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
September 2024 — INVESTOR FAN grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
July 2024 — INVESTOR FAN notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
June 2024 — INVESTOR FAN changed its website from investorfan.com to thewaytoinvest.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
June 2024 — INVESTOR FAN added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — INVESTOR FAN reported RAUM up 37% ($186.2M -> $255.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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