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MAXELE ADVISORS, LLC

WEBSTER GROVES, MO · CRD 165129 · IAPD ↗ · maxeleadvisors.com · 314-961-1850

$201.6MRegulatory AUM
2Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — MAXELE ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — MAXELE ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — MAXELE ADVISORS, LLC reported RAUM up 25% ($122.9M -> $153.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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