← Tributary

EDEN INTELLIGENCE FINANCIAL

· CRD 328617 · IAPD ↗ · 206-747-0960

$3.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
July 2025 — EDEN INTELLIGENCE FINANCIAL (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $3.4M RAUM, 1 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
42
December 2024 — EDEN INTELLIGENCE FINANCIAL notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2024 — EDEN INTELLIGENCE FINANCIAL (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.