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AUTONOMOUS WEALTH MANAGEMENT LLC

BROOKLYN, NY · CRD 337909 · IAPD ↗ · autonomouswealthmanagement.com · 914-650-1988

$45,580Regulatory AUM
1Advisory reps
1Employees
5Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
June 2026 — AUTONOMOUS WEALTH MANAGEMENT LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
March 2026 — AUTONOMOUS WEALTH MANAGEMENT LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
95
December 2025 — AUTONOMOUS WEALTH MANAGEMENT LLC (BROOKLYN, NY) 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.