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TTP INVESTMENTS, INC.

SAN JOSE, CA · CRD 284082 · IAPD ↗ · ttp-investments.com · 408-879-0399

$570.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — TTP INVESTMENTS, INC. crossed $500M in regulatory AUM ($485.3M -> $570.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2025 — TTP INVESTMENTS, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2024 — TTP INVESTMENTS, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — TTP INVESTMENTS, INC. reported RAUM up 34% ($301.5M -> $405.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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