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IDX ADVISORS

SCOTTSDALE, AZ · CRD 299658 · IAPD ↗ · idxadvisors.com · 833-662-6346

$128.1MRegulatory AUM
4Advisory reps
6Employees
48Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

51
March 2026 — IDX ADVISORS reported RAUM up 32% ($97.4M -> $128.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
April 2024 — IDX ADVISORS changed its website from idx-us.com to idxadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2024 — IDX ADVISORS reported RAUM up 152% ($42.2M -> $106.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
March 2024 — IDX ADVISORS moved its main office from PHOENIX, AZ to SCOTTSDALE, AZ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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