← Tributary

DAVIDOV WEALTH GROUP, LLC

GARDEN CITY, NY · CRD 166794 · IAPD ↗ · davidovfinancial.com · (516) 587-5550

$174.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — DAVIDOV WEALTH GROUP, LLC moved its main office from NEW HYDE PARK, NY to GARDEN CITY, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
August 2026 — DAVIDOV FINANCIAL COACHING, LLC is now doing business as DAVIDOV WEALTH GROUP, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
April 2026 — DAVIDOV FINANCIAL COACHING, LLC reported RAUM up 27% ($112.9M -> $143.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2025 — DAVIDOV FINANCIAL COACHING, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2025 — DAVIDOV FINANCIAL COACHING, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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