← Tributary

MEDIA WEALTH

WALNUT CREEK, CA · CRD 308446 · IAPD ↗ · 650-252-0550

$142.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — MEDIA WEALTH (WALNUT CREEK, CA) left the SEC roster (was $142.3M RAUM, 3 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
61
April 2025 — MEDIA WEALTH reported RAUM up 30% ($109.4M -> $142.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
November 2024 — MEDIA WEALTH moved its main office from PLEASANTON, CA to WALNUT CREEK, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
April 2024 — MEDIA WEALTH reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — MEDIA WEALTH reported RAUM up 85% ($59.3M -> $109.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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