← Tributary

ACRYLIC FINANCIAL, INC.

FOUNTAIN HILLS, AZ · CRD 288263 · IAPD ↗ · acrylicfinancial.com · 833-422-7954

$73.5MRegulatory AUM
21Advisory reps
21Employees
0Clients
1-10Planning clients
1Private funds
18States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — ACRYLIC FINANCIAL, INC. notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — ACRYLIC FINANCIAL, INC. reported RAUM up 26% ($58.4M -> $73.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2026 — ACRYLIC FINANCIAL, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2026 — ACRYLIC FINANCIAL, INC. notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — ACRYLIC FINANCIAL, INC. reported RAUM down 31% ($84.2M -> $58.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
44
February 2025 — ACRYLIC FINANCIAL, INC. notice-filed in NC, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — ACRYLIC FINANCIAL, INC. added office(s): 17 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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