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AHARA ADVISORS

JERSEY CITY, NJ · CRD 312385 · IAPD ↗ · 412-908-0844

$185.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
September 2026 — AHARA ADVISORS now reports 1 private fund(s) ($2.9M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
42
April 2026 — AHARA ADVISORS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — AHARA ADVISORS reported RAUM up 51% ($122.4M -> $185.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
October 2024 — AHARA ADVISORS (JERSEY CITY, NJ) is newly SEC-registered with $110.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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