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E6 PORTFOLIOS

MIDVALE, UT · CRD 326617 · IAPD ↗ · e6portfolios.com · 801-545-8706

$239.4MRegulatory AUM
3Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — E6 PORTFOLIOS notice-filed in IL, NE, NH, OR, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — E6 PORTFOLIOS reported RAUM up 79% ($134.0M -> $239.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — E6 PORTFOLIOS notice-filed in AZ, CA, FL, ID, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
December 2024 — E6 PORTFOLIOS now reports custody of client assets ($26.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
December 2024 — E6 PORTFOLIOS reported RAUM up 2409% ($4.8M -> $120.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
June 2024 — E6 PORTFOLIOS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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