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INDIVISIBLE PARTNERS

CLEARWATER, FL · CRD 332431 · IAPD ↗ · indivisible.com · 732-306-5490

$2.08BRegulatory AUM
13Advisory reps
24Employees
4Clients
1-10Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
October 2026 — INDIVISIBLE PARTNERS changed its website from linkedin.company to indivisible.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
66
June 2026 — INDIVISIBLE PARTNERS reported RAUM up 34% ($1.55B -> $2.08B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2026 — INDIVISIBLE PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
80
April 2026 — INDIVISIBLE PARTNERS grew from 3 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2026 — INDIVISIBLE PARTNERS notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2026 — INDIVISIBLE PARTNERS added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
February 2026 — INDIVISIBLE PARTNERS crossed $1B in regulatory AUM ($421.3M -> $1.55B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
December 2025 — INDIVISIBLE PARTNERS notice-filed in CT, MA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2025 — INDIVISIBLE PARTNERS notice-filed in GA, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
July 2025 — INDIVISIBLE PARTNERS changed its website from indivisible.com to linkedin.company.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
July 2025 — INDIVISIBLE PARTNERS notice-filed in AL, CA, CO, LA, SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
July 2025 — INDIVISIBLE PARTNERS reported RAUM up 41% ($298.6M -> $421.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
May 2025 — INDIVISIBLE PARTNERS notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2025 — INDIVISIBLE PARTNERS now reports custody of client assets ($200.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2025 — INDIVISIBLE PARTNERS grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
March 2025 — INDIVISIBLE PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
February 2025 — INDIVISIBLE PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
January 2025 — INDIVISIBLE PARTNERS notice-filed in IL, NH, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2024 — INDIVISIBLE PARTNERS (CLEARWATER, FL) 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.