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POLARIS FINANCIAL PARTNERS, LLC

WESTERVILLE, OH · CRD 299258 · IAPD ↗ · polarisfinancial.net · 614-901-3400

$226.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — POLARIS FINANCIAL PARTNERS, LLC (WESTERVILLE, OH) is newly SEC-registered with $191.5M RAUM and 3 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.