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NUMA

MIAMI, FL · CRD 164602 · IAPD ↗ · numa.ws · 786-315-4824

$192.7MRegulatory AUM
1Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — NUMA shrank from 3 to 1 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.