CHANGE FINANCE

· CRD 287807 · IAPD ↗ · 303-339-0524

$132.1MRegulatory AUM

2Advisory reps

5Employees

1Clients

n/aPlanning clients

0Private funds

2States

0Disclosures

institutionalSegment

ApprovedSEC status

Filing changes

April 2025 — CHANGE FINANCE (location n/a) left the SEC roster (was $132.1M RAUM, 2 reps).

Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.

Recruiting & transitionsM&A & valuation

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