← Tributary

PAUL R. RIED FINANCIAL GROUP, LLC

BELLEVUE, WA · CRD 297284 · IAPD ↗ · 425-646-6777

$1.27BRegulatory AUM
8Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
March 2025 — PAUL R. RIED FINANCIAL GROUP, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2025 — PAUL R. RIED FINANCIAL GROUP, LLC crossed $1B in regulatory AUM ($980.7M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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