← Tributary

CALLAHAN WEALTH ADVISORY

· CRD 316124 · IAPD ↗ · callahanwealthadvisory.com · 410-712-6220

$372.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — CALLAHAN WEALTH ADVISORY notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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