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POLARIS FINANCIAL, LLC

· CRD 281952 · IAPD ↗ · polarisportfolios.com · 7089960213

$70.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — POLARIS FINANCIAL, LLC reported RAUM up 41% ($49.6M -> $70.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2025 — POLARIS FINANCIAL, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — POLARIS FINANCIAL, LLC reported RAUM up 44% ($34.4M -> $49.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2024 — POLARIS FINANCIAL, LLC notice-filed in DE, GA, KS, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — POLARIS FINANCIAL, LLC reported RAUM up 43% ($24.0M -> $34.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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