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ENGRAVE WEALTH PARTNERS, LLC

THE WOODLANDS, TX · CRD 289344 · IAPD ↗ · 281-616-5935

$664.4MRegulatory AUM
7Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — ENGRAVE WEALTH PARTNERS, LLC (THE WOODLANDS, TX) left the SEC roster (was $664.4M RAUM, 7 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.