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INTESA SANPAOLO WEALTH MANAGEMENT

LUXEMBOURG, Luxembourg · CRD 288468 · IAPD ↗ · intesasanpaolowm.lu · 352270271

$4.49BRegulatory AUM
46Advisory reps
207Employees
0Clients
0Planning clients
0Private funds
0States
1Disclosures
foreignSegment
ApprovedSEC status

Filing changes

35
February 2024 — INTESA SANPAOLO WEALTH MANAGEMENT (LUXEMBOURG, Luxembourg) left the SEC roster (was $4.49B RAUM, 46 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.