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RIZVI TRAVERSE MANAGEMENT, LLC

WEST PALM BEACH, FL · CRD 160733 · IAPD ↗ · rizvitraverse.com · 248-594-4751

$1.29BRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
38Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — RIZVI TRAVERSE MANAGEMENT, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2026 — RIZVI TRAVERSE MANAGEMENT, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — RIZVI TRAVERSE MANAGEMENT, LLC crossed $1B in regulatory AUM ($522.4M -> $1.29B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — RIZVI TRAVERSE MANAGEMENT, LLC crossed $500M in regulatory AUM ($294.6M -> $522.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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