← Tributary

TWENTYTHREE ADVISORY

NEW YORK, NY · CRD 332537 · IAPD ↗ · twentythreeadvisory.com · 334-224-1791

$41.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — TWENTYTHREE ADVISORY (location n/a) is newly SEC-registered with $31.5M 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.