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AZTLAN EQUITY MANAGEMENT, LLC

MCLEAN, VA · CRD 286360 · IAPD ↗ · aztlanem.com · 01-703-47-8020

$851.1MRegulatory AUM
0Advisory reps
10Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — AZTLAN EQUITY MANAGEMENT, LLC moved its main office from MONTERREY, NL, to MCLEAN, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
67
April 2026 — AZTLAN EQUITY MANAGEMENT, LLC reported RAUM up 46% ($582.9M -> $851.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — AZTLAN EQUITY MANAGEMENT, LLC crossed $500M in regulatory AUM ($290.0M -> $582.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
23
April 2024 — AZTLAN EQUITY MANAGEMENT, LLC shrank from 9 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2024 — AZTLAN EQUITY MANAGEMENT, LLC reported RAUM up 54% ($188.2M -> $290.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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