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GRACEADA PARTNERS

MODESTO, CA · CRD 337421 · IAPD ↗ · graceadapartners.com · 209-526-2240

$273.5MRegulatory AUM
8Advisory reps
25Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — GRACEADA PARTNERS reported RAUM up 29% ($212.7M -> $273.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
December 2025 — GRACEADA PARTNERS (MODESTO, CA) is newly SEC-registered with $212.7M RAUM and 8 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.