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MAESTRIA PARTNERS LLC

ATLANTA, GA · CRD 328822 · IAPD ↗ · maestriapartners.com · 317-460-2929

$350.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
March 2026 — MAESTRIA PARTNERS LLC reported RAUM up 31% ($267.5M -> $350.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
August 2025 — MAESTRIA PARTNERS LLC (ATLANTA, GA) is newly SEC-registered with $267.5M 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.