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EQUINUM, LLC

BROOKLYN, NY · CRD 304350 · IAPD ↗ · 718-480-5600

$566.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — EQUINUM, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — EQUINUM, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — EQUINUM, LLC crossed $500M in regulatory AUM ($396.7M -> $566.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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