← Tributary

CHILDFREE WEALTH

· CRD 316489 · IAPD ↗ · 662-222-1227

$20.7MRegulatory AUM
4Advisory reps
10Employees
296Clients
251-500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — CHILDFREE WEALTH added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
February 2026 — CHILDFREE WEALTH notice-filed in AL, AR, DC, DE, HI, IA, ID, IN, KS, KY, ME, MI, MN, MO, MT, ND, NJ, NM, NV, OK, RI, SC, SD, UT, VT, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2026 — CHILDFREE WEALTH reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
August 2025 — CHILDFREE WEALTH changed its website from reddit.com to livelearnplan.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
February 2025 — CHILDFREE WEALTH notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
December 2024 — CHILDFREE WEALTH changed its website from livelearnplan.com to reddit.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
48
February 2024 — CHILDFREE WEALTH notice-filed in AZ, MD, NC, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2024 — CHILDFREE WEALTH reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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