← Tributary

B-29 ADVISORS, LLC

ADDISON, TX · CRD 292096 · IAPD ↗ · (940) 612-5341

$348.1MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
October 2024 — B-29 ADVISORS, LLC (ADDISON, TX) left the SEC roster (was $348.1M RAUM, 5 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.