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SCHOOL OF PERSONAL FINANCE

· CRD 307332 · IAPD ↗ · 914-860-3615

$28.7MRegulatory AUM
1Advisory reps
1Employees
40Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — SCHOOL OF PERSONAL FINANCE (location n/a) is newly SEC-registered with $28.7M RAUM and 1 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.