← Tributary

CAFG WEALTH MANAGEMENT, INC.

NORTH BARRINGTON, IL · CRD 165901 · IAPD ↗ · 847-991-1099

$225.2MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — CAFG WEALTH MANAGEMENT, INC. (NORTH BARRINGTON, IL) left the SEC roster (was $225.2M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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