← Tributary

CULTIVATING WEALTH

· CRD 282447 · IAPD ↗ · (646) 693-7451

$209.8MRegulatory AUM
5Advisory reps
5Employees
17Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — CULTIVATING WEALTH reported RAUM up 26% ($166.6M -> $209.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — CULTIVATING WEALTH now reports custody of client assets ($62.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
44
March 2025 — CULTIVATING WEALTH notice-filed in ME, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2025 — CULTIVATING WEALTH reported RAUM up 27% ($131.2M -> $166.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2024 — CULTIVATING WEALTH reported RAUM up 49% ($88.1M -> $131.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — CULTIVATING WEALTH grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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