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CLARIVOR

· CRD 309994 · IAPD ↗ · 212-810-1187

$4.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — CLARIVOR notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2026 — CLARIVOR added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2026 — CLARIVOR reported RAUM down 87% ($35.2M -> $4.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2025 — CLARIVOR reported RAUM up 358% ($7.7M -> $35.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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