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NUTS2INVEST.COM, LLC

· CRD 164438 · IAPD ↗ · nuts2invest.com · 937-269-1116

$0Regulatory AUM
1Advisory reps
1Employees
5Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — NUTS2INVEST.COM, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
March 2026 — NUTS2INVEST.COM, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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