RIA IntelAdvisersFloridaFAAV FINANCE AS A VERB LLC

FAAV FINANCE AS A VERB LLC

Advisory

FL

Data as of Aug 10, 2026 · Source: SEC Form ADV

Rank in FL
#2,371
of 2,610 advisers by AUM
Average account
$209K
across 19 accounts
AUM per adviser
$4M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM
$4M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$4M
Discretionary AUM$2M
Non-Discretionary AUM$2M
Discretionary %56.8%
Total Clients
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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TAILWIND FINANCIAL PLANNING LLC
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