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Type	Result	AUM

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Firm
Address	700 N San Vicente Blvd Suite G605 West Hollywood, CA 90069
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Wealthtech Holdings LLC	021-394576	Executive Officer		188.5 M of 188.5 M
InvestCloud Inc	021-279122	Executive Officer		0.2 M of 0.2 M
InvestCloud Inc	021-270635	Executive Officer		25.0 M of 25.0 M
InvestCloud Inc	021-248944	Executive Officer		45.0 M of 45.0 M
InvestCloud LLC	021-204483	Executive Officer		8.0 M of 8.0 M
InvestCloud LLC	021-189600	Executive Officer		0.1 M of 1.0 M
InvestCloud LLC	021-147037	Executive Officer		0.5 M of 0.8 M

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