← Tributary

KORZO FINANCIAL LLC

SAN FRANCISCO, CA · CRD 323459 · IAPD ↗ · 415-449-5555

$0Regulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2026 — KORZO FINANCIAL LLC (SAN FRANCISCO, CA) left the SEC roster (was $0 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
58
April 2025 — KORZO FINANCIAL LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2025 — KORZO FINANCIAL LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
45
October 2024 — KORZO FINANCIAL LLC moved its main office from PALO ALTO, CA to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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