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METAURUS ADVISORS LLC

WESTPORT, CT · CRD 314425 · IAPD ↗ · (203) 702-7321

$1.58BRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
October 2026 — METAURUS ADVISORS LLC moved its main office from HOBOKEN, NJ to WESTPORT, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2026 — METAURUS ADVISORS LLC crossed $1B in regulatory AUM ($953.7M -> $1.58B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — METAURUS ADVISORS LLC crossed $500M in regulatory AUM ($345.5M -> $953.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
April 2024 — METAURUS ADVISORS LLC reported RAUM up 139% ($144.8M -> $345.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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