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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

AHRENS INVESTMENT PARTNERS, LLC

CRD 222517

LAFAYETTE, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2543e577-e6c3-aa04-9a13-5f2fbeaceb28

Data as of Mar 4, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 17
On other graphs: 1
Observed: Jul 16, 2015 to Mar 4, 2023
28 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Ahrens Investment Partners, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $702MItem 5.F on the latest filing (2023-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $633M
Private client RAUM: $626MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 14
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,123
Individual clients: 769
High net worth clients: 192
SEC number: 801-101539
CRD: 222517
Filings on the tape: 28
First filed: Jul 16, 2015
Latest filed: Mar 4, 2023
Organised: Limited Liability Company, Louisiana

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AHRENS, GARRETT, ANDREW	MANAGING MEMBER	E	yes	08/2015	Aug 18, 2015	Mar 4, 2023
GOSSEN, ELIZABETH, ALCIATORE	CHIEF COMPLIANCE OFFICER	Na	yes	08/2015	Aug 18, 2015	Mar 4, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ELIZABETH A. GOSSEN, CPA, APLLC	n/a	n/a	n/a	N	no	n/a
FREY INSURANCE AGENCY, LLC	n/a	n/a	n/a	N	no	n/a
RONALD P. LEGE, CPA	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 2, 2023	$702M	$633M	14	10	0	n/a	n/a
2021	Mar 22, 2022	$777M	$701M	15	11	0	n/a	n/a
2020	Mar 29, 2021	$657M	$657M	14	9	0	n/a	n/a
2019	Mar 28, 2020	$571M	$571M	13	10	0	n/a	n/a
2018	Mar 28, 2019	$520M	$520M	11	11	0	n/a	n/a
2017	Mar 24, 2018	$526M	$526M	12	12	0	n/a	n/a
2016	Mar 24, 2017	$475M	$475M	11	11	n/a	n/a	n/a
2015	Mar 11, 2016	$450M	$450M	12	12	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$702M	$777M	-9.6%	$571M	7.1%	14	15	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEWEDGE ADVISORS	13	May 5, 2023	May 5, 2023	LAFAYETTE, LA	Firm absorbed	RIA to ibd	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	8	Aug 25, 2015	Aug 20, 2015	LAFAYETTE, LA	Team lift out	Other	0.1%

Relationships

Controls (2)

← AHRENS, GARRETT, ANDREWOwnerMANAGING MEMBER, ownership code E, individual
Aug 18, 2015 to presentfactForm ADV
← GOSSEN, ELIZABETH, ALCIATOREOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 18, 2015 to presentfactForm ADV

Moved with (2)

→ NEWEDGE ADVISORSRegistered adviser13 advisors, firm absorbed, same day
May 5, 2023 to May 5, 2023factForm ADV
← LPL FINANCIAL LLCRegistered adviser8 advisors, team lift out, same day
Aug 25, 2015 to Aug 20, 2015factForm ADV

Registered with (17)

← JOHN NEIL MOREINAdvisorregistration: previous registration
Aug 18, 2015 to May 5, 2023factForm ADV
← GARRETT ANDREW AHRENSAdvisorregistration: previous registration
Aug 20, 2015 to May 5, 2023factForm ADV
← PERRY BLAZE FREYAdvisorregistration: previous registration
Sep 8, 2015 to May 5, 2023factForm ADV
← KEVIN JOSEPH SIMONEAUXAdvisorregistration: previous registration
Aug 20, 2015 to May 5, 2023factForm ADV
← DEE D BECQUETAdvisorregistration: previous registration
Aug 18, 2015 to May 5, 2023factForm ADV
← CHRISTOPHER S ST. GERMAINAdvisorregistration: previous registration
Aug 18, 2015 to May 5, 2023factForm ADV
← CLAIRE RENAE STANFORDAdvisorregistration: previous registration
Feb 23, 2018 to May 5, 2023factForm ADV
← RONALD PAUL LEGEAdvisorregistration: previous registration
Aug 18, 2015 to May 5, 2023factForm ADV
← ELIZABETH ALCIATORE GOSSENAdvisorregistration: previous registration
Aug 18, 2015 to May 5, 2023factForm ADV
← CORY FRANCIS FRUGEAdvisorregistration: previous registration
Jul 5, 2016 to May 5, 2023factForm ADV
← James Van WallaceAdvisorregistration: previous registration
Jul 5, 2016 to May 5, 2023factForm ADV
← Justin Paul MontreuilAdvisorregistration: previous registration
Feb 14, 2019 to May 5, 2023factForm ADV
← Connor Brian MireAdvisorregistration: previous registration
Oct 21, 2021 to May 5, 2023factForm ADV
← Zachary Ryan LuneauAdvisorregistration: previous registration
Jul 9, 2020 to Dec 2, 2022factForm ADV
← EDWARD SCOTT SHEAAdvisorregistration: previous registration
Aug 18, 2015 to Jul 12, 2022factForm ADV
← CHASE Christopher KENNERAdvisorregistration: previous registration
Aug 18, 2015 to Feb 16, 2016factForm ADV
← MONTGOMERY GOSSENAdvisorregistration: previous registration
Sep 25, 2015 to Jan 28, 2016factForm ADV

Dated events

Occurred
May 5, 2023
Firm absorbed
Ahrens Investment Partners, LLC's advisors moved to Newedge Advisors (Lafayette, LA): 13 of 13 registered, on the same day
Form ADVobserved 4 days ago
13 advisors
Occurred
May 5, 2023
Advisor changed firm
Claire Renae Stanford left Ahrens Investment Partners, Llc for Newedge Advisors (registered 2023-05-05)
Form ADVobserved 4 days ago
Occurred
May 5, 2023
Advisor changed firm
Kevin Joseph Simoneaux left Ahrens Investment Partners, Llc for Newedge Advisors (registered 2023-05-05)
Form ADVobserved 4 days ago
Occurred
May 5, 2023
Advisor changed firm
Perry Blaze Frey left Ahrens Investment Partners, Llc for Newedge Advisors (registered 2023-05-05)
Form ADVobserved 4 days ago
Occurred
May 5, 2023
Advisor changed firm
Connor Brian Mire left Ahrens Investment Partners, Llc for Newedge Advisors (registered 2023-05-05)
Form ADVobserved 4 days ago
Occurred
May 5, 2023
Advisor changed firm
Justin Paul Montreuil left Ahrens Investment Partners, Llc for Newedge Advisors (registered 2023-05-05)
Form ADVobserved 4 days ago
Occurred
May 5, 2023
Advisor changed firm
Christopher S St. Germain left Ahrens Investment Partners, Llc for Newedge Advisors (registered 2023-05-05)
Form ADVobserved 4 days ago
Occurred
May 5, 2023
Advisor changed firm
John Neil Morein left Ahrens Investment Partners, Llc for Newedge Advisors (registered 2023-05-05)
Form ADVobserved 4 days ago
Occurred
May 5, 2023
Advisor changed firm
Elizabeth Alciatore Gossen left Ahrens Investment Partners, Llc for Newedge Advisors (registered 2023-05-05)
Form ADVobserved 4 days ago
Occurred
May 5, 2023
Advisor changed firm
Cory Francis Fruge left Ahrens Investment Partners, Llc for Newedge Advisors (registered 2023-05-05)
Form ADVobserved 4 days ago
Occurred
May 5, 2023
Advisor changed firm
Garrett Andrew Ahrens left Ahrens Investment Partners, Llc for Newedge Advisors (registered 2023-05-05)
Form ADVobserved 4 days ago
Occurred
May 5, 2023
Advisor changed firm
James Van Wallace left Ahrens Investment Partners, Llc for Newedge Advisors (registered 2023-05-05)
Form ADVobserved 4 days ago
Occurred
May 5, 2023
Advisor changed firm
Ronald Paul Lege left Ahrens Investment Partners, Llc for Newedge Advisors (registered 2023-05-05)
Form ADVobserved 4 days ago
Occurred
May 5, 2023
Advisor changed firm
Dee D Becquet left Ahrens Investment Partners, Llc for Newedge Advisors (registered 2023-05-05)
Form ADVobserved 4 days ago
Occurred
Dec 2, 2022
Advisor changed firm
Zachary Ryan Luneau left Ahrens Investment Partners, Llc for Edward Jones (registered 2024-02-20)
Form ADVobserved 4 days ago
Occurred
Jul 12, 2022
Advisor changed firm
Edward Scott Shea left Ahrens Investment Partners, Llc for Final Ascent Wealth Advisors, Llc (registered 2022-07-21)
Form ADVobserved 4 days ago
Occurred
Jul 16, 2015
First Form ADV filing
Bac Financial Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2543e577-e6c3-aa04-9a13-5f2fbeaceb28
First observed: Jul 16, 2015
Last observed: Mar 4, 2023 43 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AHRENS INVESTMENT PARTNERS, LLC

CRD 222517

LAFAYETTE, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2543e577-e6c3-aa04-9a13-5f2fbeaceb28

Data as of Mar 4, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:45 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AHRENS, GARRETT, ANDREW

MANAGING MEMBER

yes

08/2015

Aug 18, 2015

Mar 4, 2023

GOSSEN, ELIZABETH, ALCIATORE

CHIEF COMPLIANCE OFFICER

yes

08/2015

Aug 18, 2015

Mar 4, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ELIZABETH A. GOSSEN, CPA, APLLC

n/a

FREY INSURANCE AGENCY, LLC

n/a

RONALD P. LEGE, CPA

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 2, 2023

$702M

$633M

n/a

2021

Mar 22, 2022

$777M

$701M

n/a

2020

Mar 29, 2021

$657M

n/a

2019

Mar 28, 2020

$571M

n/a

2018

Mar 28, 2019

$520M

n/a

2017

Mar 24, 2018

$526M

n/a

2016

Mar 24, 2017

$475M

n/a

2015

Mar 11, 2016

$450M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$702M

$777M

-9.6%

$571M

7.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEWEDGE ADVISORS

May 5, 2023

LAFAYETTE, LA

Firm absorbed

RIA to ibd

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Aug 25, 2015

Aug 20, 2015

LAFAYETTE, LA

Team lift out

Other

0.1%