← Tributary

MAYNERICH FINANCIAL

VIRDEN, IL · CRD 331546 · IAPD ↗ · richinwisdom.com · 217-965-5796

$122.5MRegulatory AUM
2Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
5States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — MAYNERICH FINANCIAL now reports custody of client assets ($7.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
December 2025 — MAYNERICH FINANCIAL notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2025 — MAYNERICH FINANCIAL's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
44
December 2024 — MAYNERICH FINANCIAL notice-filed in AZ, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
October 2024 — MAYNERICH FINANCIAL (VIRDEN, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.