← Tributary

THE ZILLENNIAL ADVISORS

· CRD 324808 · IAPD ↗ · thezillennialadvisors.com · N/A

$1.5MRegulatory AUM
3Advisory reps
3Employees
30Clients
26-50Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
May 2026 — THE ZILLENNIAL ADVISORS reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
July 2025 — THE ZILLENNIAL ADVISORS (location n/a) is newly SEC-registered with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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