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MAYPORT WEALTH MANAGEMENT

· CRD 288215 · IAPD ↗ · mayport.com · 617-545-5700

$694.9MRegulatory AUM
2Advisory reps
3Employees
1Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — MAYPORT WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — MAYPORT WEALTH MANAGEMENT crossed $500M in regulatory AUM ($481.5M -> $694.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — MAYPORT WEALTH MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — MAYPORT WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2025 — MAYPORT WEALTH MANAGEMENT reported RAUM up 37% ($350.4M -> $481.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
February 2024 — MAYPORT WEALTH MANAGEMENT reported RAUM up 64% ($213.3M -> $350.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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