← Tributary

ADVUS FINANCIAL PARTNERS, LLC

WINTER PARK, FL · CRD 311990 · IAPD ↗ · vimeo.com · 407-585-1160

$3.97BRegulatory AUM
10Advisory reps
16Employees
0Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2026 — ADVUS FINANCIAL PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
June 2026 — ADVUS FINANCIAL PARTNERS, LLC now reports custody of client assets ($10.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
April 2026 — ADVUS FINANCIAL PARTNERS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — ADVUS FINANCIAL PARTNERS, LLC reported RAUM up 29% ($3.07B -> $3.97B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
November 2024 — ADVUS FINANCIAL PARTNERS, LLC moved its main office from LAKE MARY, FL to WINTER PARK, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
66
April 2024 — ADVUS FINANCIAL PARTNERS, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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