← Tributary

ISTHMUS PARTNERS, LLC

MADISON, WI · CRD 171279 · IAPD ↗ · 608-729-0949

$1.44BRegulatory AUM
8Advisory reps
17Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2025 — ISTHMUS PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
March 2024 — ISTHMUS PARTNERS, LLC crossed $1B in regulatory AUM ($977.3M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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