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CATOCTIN RIDGE WEALTH PARTNER

THURMONT, MD · CRD 333113 · IAPD ↗ · burhonfg.com · 301-304-6004

$199.0MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — CATOCTIN RIDGE WEALTH PARTNER grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — CATOCTIN RIDGE WEALTH PARTNER reported RAUM up 95% ($102.3M -> $199.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
July 2025 — CATOCTIN RIDGE WEALTH PARTNER added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
May 2025 — CATOCTIN RIDGE WEALTH PARTNER notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — CATOCTIN RIDGE WEALTH PARTNER's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
48
February 2025 — CATOCTIN RIDGE WEALTH PARTNER notice-filed in FL, PA, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
December 2024 — CATOCTIN RIDGE WEALTH PARTNER began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
95
November 2024 — CATOCTIN RIDGE WEALTH PARTNER (THURMONT, MD) 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.