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TERAMO ADVISORS, LLC

NAPLES, FL · CRD 291574 · IAPD ↗ · 239-734-3625

$344.7MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — TERAMO ADVISORS, LLC reported RAUM up 41% ($244.4M -> $344.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — TERAMO ADVISORS, LLC reported RAUM up 28% ($191.2M -> $244.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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