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CHEQUERS FINANCIAL MANAGEMENT LLC

SAN FRANCISCO, CA · CRD 175209 · IAPD ↗ · 415-964-5001

$1.31BRegulatory AUM
13Advisory reps
21Employees
65Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — CHEQUERS FINANCIAL MANAGEMENT LLC reported RAUM up 25% ($1.05B -> $1.31B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2026 — CHEQUERS FINANCIAL MANAGEMENT LLC grew from 5 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
January 2025 — CHEQUERS FINANCIAL MANAGEMENT LLC crossed $1B in regulatory AUM ($812.0M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2024 — CHEQUERS FINANCIAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — CHEQUERS FINANCIAL MANAGEMENT LLC reported RAUM up 26% ($642.9M -> $812.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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