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GASSMAN FINANCIAL LLC

SALEM, NH · CRD 317204 · IAPD ↗ · (603) 898-3663

$112.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — GASSMAN FINANCIAL LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
April 2026 — GASSMAN FINANCIAL LLC (SALEM, NH) is newly SEC-registered with $112.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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