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OPENAIR FINANCIAL, LLC

SOUTHLAKE, TX · CRD 300362 · IAPD ↗ · openairfinancial.com · 214-233-6059

$318.0MRegulatory AUM
7Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — OPENAIR FINANCIAL, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
March 2025 — OPENAIR FINANCIAL, LLC reported RAUM up 53% ($183.0M -> $280.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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