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TRACTION FINANCIAL PARTNERS

ENCAMPMENT, WY · CRD 315215 · IAPD ↗ · 307-672-9738

$288.4MRegulatory AUM
6Advisory reps
9Employees
0Clients
11-25Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — TRACTION FINANCIAL PARTNERS notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — TRACTION FINANCIAL PARTNERS shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2025 — TRACTION FINANCIAL PARTNERS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
46
April 2024 — TRACTION FINANCIAL PARTNERS notice-filed in MO, NH, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — TRACTION FINANCIAL PARTNERS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2024 — TRACTION FINANCIAL PARTNERS grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2024 — TRACTION FINANCIAL PARTNERS reported RAUM up 69% ($141.0M -> $238.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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