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PERTENTO ADVISORS LLC

· CRD 335545 · IAPD ↗ · 1 305 347 5123

$4.77BRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — PERTENTO ADVISORS LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — PERTENTO ADVISORS LLC reported RAUM up 26% ($3.79B -> $4.77B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2026 — PERTENTO ADVISORS LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
90
December 2025 — PERTENTO ADVISORS LLC (location n/a) is newly SEC-registered with $3.79B 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.