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EXPERIENCE YOUR WEALTH, LLC

· CRD 305991 · IAPD ↗ · (401) 227-7881

$105.3MRegulatory AUM
2Advisory reps
3Employees
8Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — EXPERIENCE YOUR WEALTH, LLC (location n/a) is newly SEC-registered with $105.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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