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IADVISE PARTNERS

NEW YORK, NY · CRD 168564 · IAPD ↗ · iadvisepartners.com · 212-686-4601

$224.5MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — IADVISE PARTNERS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — IADVISE PARTNERS now reports custody of client assets ($6.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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