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PERCENT ADVISORS LLC

NEW YORK, NY · CRD 318890 · IAPD ↗ · percent.com · 646-876-5141

$70.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — PERCENT ADVISORS LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2026 — PERCENT ADVISORS LLC (NEW YORK, NY) is newly SEC-registered with $70.0M RAUM and 2 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.