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CIC WEALTH, LLC

ROCKVILLE, MD · CRD 290198 · IAPD ↗ · 301.816.4683

$658.8MRegulatory AUM
11Advisory reps
16Employees
0Clients
251-500Planning clients
1Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2025 — CIC WEALTH, LLC (ROCKVILLE, MD) left the SEC roster (was $658.8M RAUM, 11 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
61
April 2024 — CIC WEALTH, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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