← Tributary

BRB FINANZ USA

· CRD 325760 · IAPD ↗ · brbfinanz.com · 305-954-2020

$261.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — BRB FINANZ USA (location n/a) left the SEC roster (was $261.0M RAUM, 2 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
63
April 2025 — BRB FINANZ USA reported RAUM up 29% ($202.2M -> $261.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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