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THOR FINANCIAL TECHNOLOGIES

GREENSBURG, PA · CRD 310362 · IAPD ↗ · thorft.com · 412-860-6078

$217.0MRegulatory AUM
2Advisory reps
5Employees
6Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
March 2026 — THOR FINANCIAL TECHNOLOGIES reported RAUM up 91% ($113.9M -> $217.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2025 — THOR FINANCIAL TECHNOLOGIES reported RAUM up 132% ($49.2M -> $113.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2024 — THOR FINANCIAL TECHNOLOGIES reported RAUM down 60% ($124.5M -> $49.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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