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LAFISE GLOBAL ADVISORS LLC

MIAMI, FL · CRD 331244 · IAPD ↗ · 305-374-6001

$699.0MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — LAFISE GLOBAL ADVISORS LLC reported RAUM up 28% ($544.5M -> $699.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — LAFISE GLOBAL ADVISORS LLC now reports custody of client assets ($6.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
June 2024 — LAFISE GLOBAL ADVISORS LLC (MIAMI, FL) is newly SEC-registered 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.