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QUALIVIAN INVESTMENT PARTNERS

· CRD 291227 · IAPD ↗ · 617-970-9583

$2.8MRegulatory AUM
1Advisory reps
2Employees
1Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
June 2026 — QUALIVIAN INVESTMENT PARTNERS (location n/a) is newly SEC-registered with $2.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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