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KITCHING PARTNERS, LLC

CONSHOHOCKEN, PA · CRD 325042 · IAPD ↗ · 267-209-0830

$645.9MRegulatory AUM
5Advisory reps
19Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — KITCHING PARTNERS, LLC crossed $500M in regulatory AUM ($477.6M -> $538.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2024 — KITCHING PARTNERS, LLC 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
70
April 2024 — KITCHING PARTNERS, 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.