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AUTUMN GLORY PARTNERS, LLC

DALLAS, TX · CRD 288250 · IAPD ↗ · autumnglorypartners.com · 214-378-1212

$747.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — AUTUMN GLORY PARTNERS, LLC reported RAUM up 35% ($552.9M -> $747.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — AUTUMN GLORY PARTNERS, LLC crossed $500M in regulatory AUM ($465.1M -> $505.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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