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AJOVISTA

BOSTON, MA · CRD 314924 · IAPD ↗ · ajovista.com · (413) 419-0828

$269.0MRegulatory AUM
7Advisory reps
13Employees
0Clients
0Planning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — AJOVISTA reported RAUM up 42% ($190.0M -> $269.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2025 — AJOVISTA reported RAUM down 86% ($1.37B -> $190.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2025 — AJOVISTA shrank from 10 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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