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ATTENTIVE INVESTMENTS, LLC

STOCKTON, CA · CRD 315478 · IAPD ↗ · 209-636-4931

$197.5MRegulatory AUM
1Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — ATTENTIVE INVESTMENTS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
March 2024 — ATTENTIVE INVESTMENTS, LLC reported RAUM up 30% ($121.6M -> $158.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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