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NEST EGG

CONSHOHOCKEN, PA · CRD 286024 · IAPD ↗ · mybanknestegg.com · 888-345-2163

$131.7MRegulatory AUM
9Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — NEST EGG reported RAUM up 30% ($101.6M -> $131.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2026 — NEST EGG grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
46
April 2025 — NEST EGG notice-filed in DE, IA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2025 — NEST EGG reported RAUM up 37% ($74.1M -> $101.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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