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DRIFTWOOD ADVISORS, LLC

CORAL GABLES, FL · CRD 307316 · IAPD ↗ · driftwoodadvisors.us · 305-500-9998

$568.8MRegulatory AUM
20Advisory reps
52Employees
0Clients
0Planning clients
3Private funds
1States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — DRIFTWOOD ADVISORS, LLC reported RAUM down 35% ($881.0M -> $568.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — DRIFTWOOD ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
58
April 2025 — DRIFTWOOD ADVISORS, LLC grew from 15 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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