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MIRABILIS MANAGEMENT COMPANY LLC

· CRD 316801 · IAPD ↗ · fernweh.com · 669-699-6167

$622.1MRegulatory AUM
8Advisory reps
11Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2026 — MIRABILIS MANAGEMENT COMPANY LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2025 — MIRABILIS MANAGEMENT COMPANY LLC now reports custody of client assets ($550.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — MIRABILIS MANAGEMENT COMPANY LLC crossed $500M in regulatory AUM ($290.5M -> $809.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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