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TWO PRIME INC.

· CRD 316015 · IAPD ↗ · 480-290-4951

$416.5MRegulatory AUM
5Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — TWO PRIME LLC is now doing business as TWO PRIME INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2025 — TWO PRIME LLC reported RAUM up 60% ($250.0M -> $400.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
September 2024 — TWO PRIME LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
July 2024 — TWO PRIME LLC now reports custody of client assets ($250.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2024 — TWO PRIME LLC reported RAUM up 100% ($125.0M -> $250.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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