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LONGWALL FAMILY OFFICE

WESTPORT, CT · CRD 324336 · IAPD ↗ · 203-209-2785

$428.2MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — LONGWALL FAMILY OFFICE shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
64
April 2026 — LONGWALL FAMILY OFFICE reported RAUM up 31% ($326.1M -> $428.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2025 — LONGWALL FAMILY OFFICE reported RAUM up 57% ($207.4M -> $326.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
October 2024 — LONGWALL FAMILY OFFICE added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — LONGWALL FAMILY OFFICE added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — LONGWALL INVESTMENT PARTNERS, LLC is now doing business as LONGWALL FAMILY OFFICE.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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