ARAX ADVISORY PARTNERS, LLC

UUID78602a3b-a459-5558-91e1-4dcee3cdf0c5

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:34

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	133535	133535	—	1.0
cik	0001586767	1586767	—	—
sec_file_number	801-67165	801-67165	—	—

HQ CityDENVER

HQ StateCO

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

ARAX ADVISORY PARTNERS adv_part1
ROBERT SCHECHTER & ASSOCIATES, INC. DBA SCHECHTER WEALTH SERVICES adv_part1_schedule_d_6a
SIMONDAVIS BROKERAGE SERVICES adv_part1_schedule_d_6a

As of 2025-07-08 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
ARAX ADVISORY PARTNERS HOLDINGS, LLC	MEMBER	OFFICER	—	{"filing_id": "2015880", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ARAX BUSINESS TRUST	MEMBER	OFFICER	—	{"filing_id": "2015880", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ARAX INVESTMENT PARTNERS, LLC	MEMBER	OFFICER	—	{"filing_id": "2015880", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ARAX MIDCO, LLC	MEMBER	OFFICER	—	{"filing_id": "2015880", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ARAX WEALTH MANAGEMENT, LLC	MEMBER	OFFICER	—	{"filing_id": "2015880", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Ariyan, Gerald, Haig	CHAIRMAN	OFFICER	—	{"filing_id": "2015880", "owner_id": "2326282", "source": "adv_part1", "table": "Schedule_A_B"}
GALAN, DIEGO, J	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2015880", "owner_id": "5081979", "source": "adv_part1", "table": "Schedule_A_B"}
REDBIRD CAPITAL PARTNERS FUND IV GENPAR LLC	TRUSTEE	OFFICER	—	{"filing_id": "2015880", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RIORDAN, MICHAEL, P	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2015880", "owner_id": "6013876", "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.