← Tributary

TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC

SANTA ROSA, CA · CRD 294019 · IAPD ↗ · traversochambers.com · 707-523-1111

$452.3MRegulatory AUM
4Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2024 — TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC (SANTA ROSA, CA) left the SEC roster (was $452.3M RAUM, 4 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.