← Tributary

WEALTHGAP

· CRD 305500 · IAPD ↗ · ewealthgap.com · 917-831-0242

$40,719Regulatory AUM
1Advisory reps
1Employees
28Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2026 — WEALTHGAP (location n/a) left the SEC roster (was $40,719 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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