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ZURAW FINANCIAL ADVISORS, LLC

GREENSBORO, NC · CRD 173129 · IAPD ↗ · 336. 290 7062 EXT 101

$519.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — ZURAW FINANCIAL ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2026 — ZURAW FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($444.1M -> $504.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
July 2024 — ZURAW FINANCIAL ADVISORS, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
June 2024 — ZURAW FINANCIAL ADVISORS, LLC reported RAUM up 34% ($316.0M -> $424.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2024 — ZURAW FINANCIAL ADVISORS, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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