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AUOUR INVESTMENTS LLC

WOBURN, MA · CRD 173392 · IAPD ↗ · auour.com · 978-338-4830

$378.0MRegulatory AUM
4Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — AUOUR INVESTMENTS LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — AUOUR INVESTMENTS 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
78
January 2026 — AUOUR INVESTMENTS LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
48
October 2024 — AUOUR INVESTMENTS LLC moved its main office from WENHAM, MA to WOBURN, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2024 — AUOUR INVESTMENTS LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — AUOUR INVESTMENTS LLC now reports custody of client assets ($11.5M).
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.