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PECUSAVVY FINANCIAL

EL PASO, TX · CRD 339768 · IAPD ↗ · pecusavvyfinancial.com · (915) 944-1850

$9.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
August 2026 — PECUSAVVY FINANCIAL (EL PASO, TX) left the SEC roster — its 120-day provisional registration did not convert (was $9.1M 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
55
July 2026 — PECUSAVVY FINANCIAL, LLC is now doing business as PECUSAVVY FINANCIAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
March 2026 — PECUSAVVY FINANCIAL, 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.