← Tributary

SST BENEFITS CONSULTING

ALISO VIEJO, CA · CRD 288129 · IAPD ↗ · 949.460.9898

$524.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — SST BENEFITS CONSULTING crossed $500M in regulatory AUM ($280.4M -> $524.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
38
April 2025 — SST BENEFITS CONSULTING reported RAUM down 85% ($1.92B -> $280.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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