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TRAVER FINANCIAL CONSULTING NETWORK PA

CRD 139459File 801-137309
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 3, 2026
Feed vintage Sep 17, 2026
Regulatory AUM
$121.7M
Bottom 25% of cohort (national)
Discretionary AUM
$121.7M
Clients
54
54 accounts
Employees
2
Bottom 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
MIRO
Registration date
Sep 16, 2026
Principal office
9040 TOWN CENTER PARKWAY, LAKEWOOD RANCH, FL, 34202
Phone
917-576-0308
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$121.7M
Discretionary AUM
$121.7M
Non-discretionary AUM
$0
Discretionary accounts
54
Non-discretionary accounts
0
Total accounts
54
AUM per client
$2.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals26$110.9M
Individuals (other than high net worth individuals)28$10.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11D2

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TRAVER FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRAVER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.