30-40 Wealth Partners registers with the SEC

New SEC-registered adviser · CRD 311073 · 801-137428 · effective 2026-10-06

Effective 2026-10-06. 3 employees (1 advisory), $107M regulatory AUM across 172 accounts. Notice-filed in CA, NY, NC, TX. Limited Liability Company (NC).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

Compliance consulting
RIA software (CRM, portfolio, billing)
Archiving & surveillance
Cybersecurity / managed IT
E&O insurance