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TACTICA LLC

· CRD 335272 · IAPD ↗ · 787-585-8095

$123.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — TACTICA LLC reported RAUM down 70% ($418.0M -> $123.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
58
April 2026 — TACTICA LLC 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
98
January 2026 — TACTICA LLC (location n/a) is newly SEC-registered with $418.0M 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.