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INFLECTION FINANCIAL

· CRD 309631 · IAPD ↗ · inflectionfinancial.com · 210-200-8878

$491.4MRegulatory AUM
2Advisory reps
4Employees
1Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — INFLECTION FINANCIAL added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2026 — INFLECTION FINANCIAL reported RAUM up 44% ($342.0M -> $491.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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