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BACKER

SAN FRANCISCO, CA · CRD 281813 · IAPD ↗ · backer.com · +1 (844) SAVE-529

$62.9MRegulatory AUM
1Advisory reps
15Employees
0Clients
n/aPlanning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — BACKER reported RAUM up 32% ($47.5M -> $62.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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