← Tributary

BESTIGE HOLDINGS, LLC

· CRD 305343 · IAPD ↗ · (312) 405-7521

$372.4MRegulatory AUM
7Advisory reps
16Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — BESTIGE HOLDINGS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2025 — BESTIGE HOLDINGS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
38
April 2024 — BESTIGE HOLDINGS, LLC shrank from 10 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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