SPREADWISE LLC

· CRD 336799 · IAPD ↗ · 561-779-1764

$0Regulatory AUM

1Advisory reps

1Employees

0Clients

n/aPlanning clients

0Private funds

2States

0Disclosures

wealthSegment

120-Day ApprovalSEC status

Filing changes

December 2025 — SPREADWISE LLC (location n/a) left the SEC roster (was $0 RAUM, 1 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

August 2025 — SPREADWISE LLC notice-filed in TX.

Notice-filed in new state(s): the firm is taking clients somewhere new.

ComplianceMarketing & brand

July 2025 — SPREADWISE LLC (location n/a) 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.