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SOCIALTRADER

SAN DIEGO, CA · CRD 326985 · IAPD ↗ · socialtrader.ai · 2097328731

$73,145Regulatory AUM
0Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — SOCIALTRADER reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
August 2025 — SOCIALTRADER moved its main office from LEWES, DE to SAN DIEGO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2024 — SOCIALTRADER moved its main office from EL CAJON, CA to LEWES, DE.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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