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TSCHETTER GROUP

BELLEVUE, WA · CRD 301548 · IAPD ↗ · tschettergroup.com · 425-998-9960

$2.39BRegulatory AUM
15Advisory reps
24Employees
0Clients
251-500Planning clients
1Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

74
April 2025 — TSCHETTER GROUP grew from 11 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
January 2025 — TSCHETTER GROUP now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
47
April 2024 — TSCHETTER GROUP notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — TSCHETTER GROUP 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
67
April 2024 — TSCHETTER GROUP reported RAUM up 36% ($1.34B -> $1.81B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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