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CONWAY PARTNERS

· CRD 319013 · IAPD ↗ · conwaypartners.com · 775-971-8392

$166.3MRegulatory AUM
2Advisory reps
2Employees
1Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — CONWAY PARTNERS reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2026 — CONWAY PARTNERS reported RAUM up 34% ($124.2M -> $166.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — CONWAY PARTNERS now reports custody of client assets ($14.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2025 — CONWAY PARTNERS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2025 — CONWAY PARTNERS reported RAUM up 47% ($84.2M -> $124.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — CONWAY PARTNERS reported RAUM up 32% ($63.9M -> $84.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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