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LORUM ADVISORY LLC

NEW YORK, NY · CRD 344055 · IAPD ↗ · lorum.com · +43 676 7658461

$0Regulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
120-Day ApprovalSEC status

Filing changes

85
October 2026 — LORUM ADVISORY LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 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.