← Tributary

STRUCTURE WEALTH PARTNERS LLC

ORLANDO, FL · CRD 338538 · IAPD ↗ · structurewealth.com · 407-739-5094

$68.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
June 2026 — STRUCTURE WEALTH PARTNERS LLC (ORLANDO, FL) left the SEC roster — its 120-day provisional registration did not convert (was $68.2M 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
65
April 2026 — STRUCTURE WEALTH PARTNERS LLC now reports custody of client assets ($68.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
December 2025 — STRUCTURE WEALTH PARTNERS LLC (ORLANDO, FL) 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.