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AMERICANA PARTNERS, LLC

HOUSTON, TX · CRD 301354 · IAPD ↗ · americanapartners.podbean.com · 713-429-5552

$9.10BRegulatory AUM
34Advisory reps
86Employees
0Clients
251-500Planning clients
9Private funds
31States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
May 2026 — AMERICANA PARTNERS, LLC notice-filed in DE, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — AMERICANA PARTNERS, LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — AMERICANA PARTNERS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
69
April 2026 — AMERICANA PARTNERS, LLC reported RAUM up 50% ($6.08B -> $9.10B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2026 — AMERICANA PARTNERS, LLC grew from 26 to 34 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — AMERICANA PARTNERS, LLC added office(s): 6 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — AMERICANA PARTNERS, LLC notice-filed in MI, NH, NJ, SC, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2025 — AMERICANA PARTNERS, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2025 — AMERICANA PARTNERS, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
February 2025 — AMERICANA PARTNERS, LLC notice-filed in AK, NV, OR, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2024 — AMERICANA PARTNERS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — AMERICANA PARTNERS, LLC reported RAUM up 29% ($3.83B -> $4.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
February 2024 — AMERICANA PARTNERS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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