GRAVIMARK LLC

· CRD 329085 · IAPD ↗ · 914-268-8685

$26.0MRegulatory AUM

2Advisory reps

2Employees

0Clients

n/aPlanning clients

0Private funds

2States

0Disclosures

institutionalSegment

ApprovedSEC status

Filing changes

December 2024 — GRAVIMARK LLC (location n/a) left the SEC roster (was $26.0M 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

June 2024 — GRAVIMARK LLC's provisional registration is now fully approved.

120-day provisional registration became a full approval.

CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

March 2024 — GRAVIMARK LLC notice-filed in CT.

Notice-filed in new state(s): the firm is taking clients somewhere new.

ComplianceMarketing & brand

February 2024 — GRAVIMARK LLC (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.