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REGFI USA, LLC

MIAMI, FL · CRD 342345 · IAPD ↗ · regfiusa.com · 305-845-2740

$0Regulatory AUM
2Advisory reps
4Employees
2Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — REGFI USA, LLC (MIAMI, FL) is newly SEC-registered with $0 RAUM and 2 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.