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PETSO FINANCIAL CONSULTANTS LLC

BOISE, ID · CRD 282032 · IAPD ↗ · petsofinancial.com · 208-853-2000

$1.19BRegulatory AUM
5Advisory reps
7Employees
7Clients
1-10Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2025 — PETSO FINANCIAL CONSULTANTS LLC (BOISE, ID) left the SEC roster (was $1.19B RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
April 2024 — PETSO FINANCIAL CONSULTANTS LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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