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TINDERWEALTH LLC, CRD 323931
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| PATRICK BRUNO BEAUDAN | n/a | TIBURON, CA | 0 | 25 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BEAUDAN, PATRICK, BRUNO | Cco | Na | yes | 10/2022 | Oct 22, 2022 | Dec 12, 2024 |
| BLUE SKY TRUST | Member | E | yes | 10/2022 | Oct 22, 2022 | Dec 12, 2024 |
| KAWAWA, MARI | TRUSTEE, BLUE SKY TRUST | E | yes | 01/2016 | Nov 17, 2022 | Dec 12, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 17, 2026 | $10.0M | $10.0M | 1 | 1 | 0 | n/a | n/a |
| 2024 | Jan 22, 2025 | $8.0M | $8.0M | 1 | 1 | 0 | n/a | n/a |
| 2023 | Feb 14, 2024 | $6.3M | $6.3M | 1 | 1 | 0 | n/a | n/a |
| 2022 | Jan 31, 2023 | $6.3M | $6.3M | 1 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 1 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $10.0M | $8.0M | 25.0% | $6.3M | 16.7% | 1 | 1 | 0 | 0 |