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ETF ARCHITECT

NEWTOWN SQUARE, PA · CRD 171412 · IAPD ↗ · etfarchitect.com · 1.215.330.4476

$29.74BRegulatory AUM
6Advisory reps
44Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — ETF ARCHITECT shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
April 2026 — ETF ARCHITECT reported RAUM up 85% ($16.05B -> $29.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2025 — ETF ARCHITECT moved its main office from HAVERTOWN, PA to NEWTOWN SQUARE, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
75
April 2025 — ETF ARCHITECT reported RAUM up 75% ($9.16B -> $16.05B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2024 — ETF ARCHITECT reported RAUM up 46% ($6.29B -> $9.16B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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