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TREASURE INVESTMENT MANAGEMENT, LLC

SCOTTSDALE, AZ · CRD 309258 · IAPD ↗ · treasure.tech · 310-957-9428

$252.7MRegulatory AUM
0Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — TREASURE INVESTMENT MANAGEMENT, LLC notice-filed in DE, FL, GA, IL, MA, NC, NV, TX, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2026 — TREASURE INVESTMENT MANAGEMENT, LLC reported RAUM up 133% ($108.5M -> $252.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
May 2025 — TREASURE INVESTMENT MANAGEMENT, LLC reported RAUM down 51% ($222.1M -> $108.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
42
March 2025 — TREASURE INVESTMENT MANAGEMENT, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2024 — TREASURE INVESTMENT MANAGEMENT, LLC moved its main office from SAN FRANCISCO, CA to SCOTTSDALE, AZ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
25
April 2024 — TREASURE INVESTMENT MANAGEMENT, LLC changed its website from treasurefi.com to treasure.tech.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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