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KDT ADVISORS, LLC

PRINCETON, NJ · CRD 289816 · IAPD ↗ · kdtadvisors.com · 929-293-1270

$210.4MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — KDT ADVISORS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — KDT ADVISORS, LLC moved its main office from NEW YORK, NY to PRINCETON, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
March 2025 — KDT ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
March 2025 — KDT ADVISORS, LLC reported RAUM up 60% ($143.3M -> $229.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
November 2024 — KDT ADVISORS, LLC moved its main office from BROOKLYN, NY to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2024 — KDT ADVISORS, LLC reported RAUM up 78% ($80.5M -> $143.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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