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GANIM PRIVATE WEALTH

SHELTON, CT · CRD 285679 · IAPD ↗ · ganimfinancial.com · (203) 335-0851

$238.6MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2026 — GANIM PRIVATE WEALTH shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
73
April 2025 — GANIM PRIVATE WEALTH reported RAUM up 99% ($131.5M -> $262.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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