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REEDMARK ADVISORS, LLC

SOMERVILLE, NJ · CRD 173760 · IAPD ↗ · reedmark.com · 908-300-5292

$564.6MRegulatory AUM
9Advisory reps
12Employees
5Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — REEDMARK ADVISORS, LLC notice-filed in OH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — REEDMARK ADVISORS, LLC crossed $500M in regulatory AUM ($396.9M -> $564.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
78
April 2026 — REEDMARK ADVISORS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
76
April 2025 — REEDMARK ADVISORS, LLC grew from 1 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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