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NORTHLANDING FINANCIAL PARTNERS, LLC

ROCHESTER, NY · CRD 167055 · IAPD ↗ · (585) 497-5000

$152.2MRegulatory AUM
2Advisory reps
2Employees
6Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — NORTHLANDING FINANCIAL PARTNERS, LLC now reports custody of client assets ($5.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
August 2025 — NORTHLANDING FINANCIAL PARTNERS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — NORTHLANDING FINANCIAL PARTNERS, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
March 2024 — NORTHLANDING FINANCIAL PARTNERS, LLC reported RAUM down 43% ($198.4M -> $113.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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