← Tributary

ADDITION WEALTH

· CRD 318018 · IAPD ↗ · 917-426-6711

$0Regulatory AUM
13Advisory reps
23Employees
26785Clients
More than 500Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

40
April 2026 — ADDITION WEALTH filed an Item 4A succession naming ADDITION WEALTH (CRD 318018) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
58
April 2026 — ADDITION WEALTH reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — ADDITION WEALTH grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — ADDITION WEALTH grew from 7 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2024 — ADDITION WEALTH now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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