← Tributary

BESPOKE ADVISORY

EVERGREEN, CO · CRD 323909 · IAPD ↗ · bespokeadvisory.io · 877-777-6845

$284.0MRegulatory AUM
9Advisory reps
9Employees
16Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
May 2026 — BESPOKE ADVISORY added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
May 2026 — BESPOKE ADVISORY 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
73
May 2026 — BESPOKE ADVISORY reported RAUM up 171% ($105.0M -> $284.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
May 2026 — BESPOKE ADVISORY grew from 4 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
September 2024 — BESPOKE ADVISORY reported RAUM down 70% ($372.6M -> $111.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
64
April 2024 — BESPOKE ADVISORY reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2024 — BESPOKE ADVISORY reported RAUM up 85% ($200.9M -> $372.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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