Poulos Advisors, Inc.
Poulos Advisors, Inc. is an SEC-registered wealth manager in South Burlington, VT with $150.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Poulos Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141905, SEC 801-133746, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $150.4M (2026-02-05)
- Firm type
- Wealth Manager
- Location
- South Burlington, VT
- Employees
- 3
- Clients
- 121
- CRD
- 141905
- Ownership
- ABRAHAMOVICH, KYLE, TOMAS; ABRAHAMOVICH, JENNIFER, LEIGH; KYLE AND JENNIFER ABRAHAMOVICH REVOCABLE TRUST
How much AUM does Poulos Advisors, Inc. have?
Poulos Advisors, Inc. reported $150.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Poulos Advisors, Inc.?
Disclosed owners and executives of Poulos Advisors, Inc. include ABRAHAMOVICH, KYLE, TOMAS, ABRAHAMOVICH, JENNIFER, LEIGH, KYLE AND JENNIFER ABRAHAMOVICH REVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.