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NARUS FINANCIAL PARTNERS, LLC

SALT LAKE CITY, UT · CRD 173534 · IAPD ↗ · 866-534-0530

$559.0MRegulatory AUM
6Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — NARUS FINANCIAL PARTNERS, LLC crossed $500M in regulatory AUM ($467.7M -> $559.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2025 — NARUS FINANCIAL PARTNERS, LLC notice-filed in LA.
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.