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VOLATILITY SHARES LLC

PALM BEACH GARDENS, FL · CRD 321955 · IAPD ↗ · 866-261-0273

$2.04BRegulatory AUM
10Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
April 2026 — VOLATILITY SHARES LLC reported RAUM down 49% ($4.02B -> $2.04B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2025 — VOLATILITY SHARES LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2025 — VOLATILITY SHARES LLC grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — VOLATILITY SHARES LLC crossed $1B in regulatory AUM ($538.3M -> $4.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
60
April 2024 — VOLATILITY SHARES LLC crossed $500M in regulatory AUM ($100,000 -> $538.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
April 2024 — VOLATILITY SHARES LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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