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SOLUM PARTNERS

BOSTON, MA · CRD 310213 · IAPD ↗ · solumpartners.com · 617-655-9750

$1.75BRegulatory AUM
14Advisory reps
24Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — SOLUM PARTNERS shrank from 22 to 16 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
59
April 2024 — SOLUM PARTNERS grew from 18 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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