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A|C MANAGEMENT TECH LLC

MIAMI, FL · CRD 333712 · IAPD ↗ · assetmanagertech.com · 786-527-0038

$98,361Regulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2026 — A|C MANAGEMENT TECH LLC (MIAMI, FL) left the SEC roster (was $98,361 RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
April 2025 — A|C MANAGEMENT TECH LLC (MIAMI, FL) 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.