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BONDBLOXX

LARKSPUR, CA · CRD 317318 · IAPD ↗ · 800-896-5089

$7.24BRegulatory AUM
5Advisory reps
32Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

65
April 2026 — BONDBLOXX reported RAUM up 111% ($3.43B -> $7.24B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
37
April 2025 — BONDBLOXX notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
57
April 2025 — BONDBLOXX reported RAUM up 36% ($2.51B -> $3.43B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
41
April 2024 — BONDBLOXX notice-filed in NJ, NY, 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.