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ALUMAN

· CRD 281073 · IAPD ↗ · 503-894-5688

$135.0MRegulatory AUM
2Advisory reps
2Employees
15Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — ALUMAN (location n/a) is newly SEC-registered with $114.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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