← Tributary

YOUR OCIO

SANTA MONICA, CA · CRD 313370 · IAPD ↗ · 310-471-0640

$315.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
September 2024 — YOUR OCIO (SANTA MONICA, CA) left the SEC roster (was $315.1M RAUM, 1 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
48
April 2024 — YOUR OCIO, LLC is now doing business as YOUR OCIO.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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