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STANTUM, LLC

CRD 170360

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$29.6M

Discretionary AUM

$1.8M

Team

1 total employees; 1 advisory reps; 6 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersPublication of periodicalsEducational seminarsVALUATIONS

Client types

TypeClientsAUM
Individuals6$613K
High net worth individuals10$26.6M
Pension/profit sharing plans4$277K
Corporations/business entities6$2.1M

All web addresses on file

Official SEC filing: View on IAPD