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MUDITA MANAGEMENT

LONDON, United Kingdom · CRD 315593 · IAPD ↗ · muditaadvisors.com · +44 20 3848 7530

$2.38BRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
5Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

45
July 2026 — MUDITA MANAGEMENT reported RAUM up 90% ($1.26B -> $2.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
1
June 2025 — MUDITA MANAGEMENT changed its website from muditamanagement.com to muditaadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
June 2024 — MUDITA MANAGEMENT crossed $1B in regulatory AUM ($771.8M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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