RIA Intel›Advisers›Florida›TRAVER FINANCIAL CONSULTING NETWORK PA

TRAVER FINANCIAL CONSULTING NETWORK PA

Advisory

LAKEWOOD RANCH, FL

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in FL

#1,223

of 2,610 advisers by AUM

Average account

$2M

across 54 accounts

AUM per adviser

$122M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM

$122M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$122M

Discretionary AUM$122M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients54

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, NJ, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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LIONSBRIDGE WEALTH MANAGEMENT LLC

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TRUVESTMENTS CAPITAL LLC

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