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WEBSTER STREET INVESTMENT ADVISORS LLC

· CRD 298027 · IAPD ↗ · websterstreetadvisors.com · (267) 254-3854

$113.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — WEBSTER STREET INVESTMENT ADVISORS LLC (location n/a) is newly SEC-registered with $113.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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