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MOLDENHAUER & ASSOCIATES

ORCHARD PARK, NY · CRD 337303 · IAPD ↗ · moldenhauerassociates.com · 716-662-4361

$764.9MRegulatory AUM
10Advisory reps
15Employees
25Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — MOLDENHAUER & ASSOCIATES reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
98
December 2025 — MOLDENHAUER & ASSOCIATES (ORCHARD PARK, NY) is newly SEC-registered with $763.9M RAUM and 10 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.