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STRIDE INVESTMENTS, LLC

CHICAGO, IL · CRD 167037 · IAPD ↗ · 312-767-9166

$200.9MRegulatory AUM
4Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — STRIDE INVESTMENTS, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2025 — STRIDE INVESTMENTS, LLC changed its website from atfinancial-edu.com to stridefinancialadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
44
April 2025 — STRIDE INVESTMENTS, LLC notice-filed in AZ, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — STRIDE INVESTMENTS, LLC shrank from 5 to 3 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.