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TALLWOODS PARTNERS, LLC

CHICAGO, IL · CRD 168865 · IAPD ↗ · tallwoods.com · 312-283-3697

$569.4MRegulatory AUM
2Advisory reps
2Employees
2Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — TALLWOODS PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — TALLWOODS PARTNERS, LLC crossed $500M in regulatory AUM ($310.7M -> $569.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
78
April 2026 — TALLWOODS PARTNERS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
63
April 2025 — TALLWOODS PARTNERS, LLC reported RAUM up 25% ($247.8M -> $310.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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