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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: ARDENT WEALTH Advisers, LLC CRD Number: 320668Annual Amendment All Sections

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How to fill out iapd form adv

01

Obtain the necessary information and documentation required to fill out the IAPD Form ADV.

02

Start by filling out basic information such as the name, address, and contact details of the investment adviser.

03

Provide details about the ownership structure of the investment adviser, including any controlling persons or entities.

04

Disclose any material disciplinary events or conflicts of interest that may be relevant to the adviser's business.

05

Review the completed form for accuracy and completeness before submitting it to the appropriate regulatory authorities.

Who needs iapd form adv?

01

Investment advisers registered with the Securities and Exchange Commission (SEC) are required to fill out the IAPD Form ADV.

02

Certain state-registered investment advisers may also be required to submit this form depending on state regulations.

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What is iapd form adv?

The IAPD Form ADV is a disclosure document that must be filed by investment advisers with the SEC or state securities authorities.

Who is required to file iapd form adv?

Investment advisers who are registered with the SEC or state securities authorities are required to file the IAPD Form ADV.

How to fill out iapd form adv?

The IAPD Form ADV can be filled out electronically through the IARD system, which is the Investment Adviser Registration Depository.

What is the purpose of iapd form adv?

The purpose of the IAPD Form ADV is to provide information to clients and regulatory authorities about an investment adviser's business practices, conflicts of interest, fees, and disciplinary history.

What information must be reported on iapd form adv?

The IAPD Form ADV requires investment advisers to report information such as their assets under management, number of clients, types of clients, services offered, fees charged, and any disciplinary actions.

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