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FINHABITS ADVISORS, LLC

NEW YORK, NY · CRD 210522 · IAPD ↗ · 212-596-7292

$116.0MRegulatory AUM
2Advisory reps
11Employees
3720Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

76
April 2026 — FINHABITS ADVISORS, LLC reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
March 2025 — FINHABITS 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

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