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LAVIEN ADVISORS, LLC

JEFFERSONVILLE, NY · CRD 292378 · IAPD ↗ · laviengroup.com · 212-418-1700

$270.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2024 — LAVIEN ADVISORS, LLC (JEFFERSONVILLE, NY) left the SEC roster (was $270.8M RAUM, 1 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.