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PIANO WEALTH MANAGEMENT

VICTOR, NY · CRD 317854 · IAPD ↗ · (585) 204-0001

$50.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2024 — PIANO WEALTH MANAGEMENT (VICTOR, NY) is newly SEC-registered with $37.2M 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.