← Tributary

OWLFI

LENEXA, KS · CRD 311854 · IAPD ↗ · owlfi.com · 913-441-8380

$125.1MRegulatory AUM
8Advisory reps
17Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — OWLFI (LENEXA, KS) left the SEC roster (was $125.1M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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