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| Keyboard |
| TAPP Finance Inc
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|---|---|
| CRD # | 327980 |
| SEC # | 801-128674 |
| CIK # | 0001998494 |
| AUM | 386.0 M (2026-06-02) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 206-222-8646 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 386.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 386.0 |
| By Discretionary | ||
| Discretionary | 4 | 386.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 386.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 386.0 | |
| Total | 4 | 386.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001998494] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 25490069X2LV7BC22J18 |
| Comparable Firms | State | AUM |
|---|---|---|
|
MacroView Investment Management LLC
✚
|
MD | 387.1 M |
|
Lewis Asset Management LLC
✚
|
CA | 387.1 M |
|
New Wave Wealth Advisors LLC
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AR | 386.8 M |
|
Balance Wealth Partners LLC
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OH | 386.7 M |
|
1836 Asset Management LLC
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|
TX | 386.6 M |
|
Skyline Advisors Inc
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|
WA | 386.5 M |
|
Ostrofe Financial Consultants Inc
✚
|
CA | 386.4 M |
|
Cannon Capital Management Inc
✚
|
UT | 386.1 M |
|
Upstart Wealth Management LLC
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|
385.9 M | |
|
Planning Strategies Inc
✚
|
PA | 384.8 M |