ELDER PLANNING ADVISORS OF MAINE, INC.
SEC file number 801-63723
· SOUTH PORTLAND, ME
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$28.9M
Discretionary AUM
$22.9M
Employees
—
Clients
—
Firm
- Address
- 1006 BROADWAY
SOUTH PORTLAND, ME 04106-4205 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Boxelder Music Fund, LLC Low name-match confidence · CIK 2085889 · TX
- Eldera AI Apr 2026 a Series of CGF2021 LLC Low name-match confidence · CIK 2132199 · DE
- Elder Swamp Club, Inc. Low name-match confidence · CIK 2144996 · CA
- Elder Technologies, Inc. Low name-match confidence · CIK 1931363 · NY
- Elderwood Production LLC Low name-match confidence · CIK 2139038 · NY
- Feldera, Inc. Low name-match confidence · CIK 1983469 · CA
- Rallyday Elder Care Co-Investors LP Low name-match confidence · CIK 2080292 · CO
-
Feldera, Inc. · D · Aug 18, 2026$15.4M
-
Elder Swamp Club, Inc. · D · Jul 21, 2026$7M
-
Elderwood Production LLC · D · Jun 5, 2026$55K
-
Eldera AI Apr 2026 a Series of CGF2021 LLC · D · Apr 30, 2026$61.5K
-
Elder Technologies, Inc. · D · Mar 6, 2026$65M
-
Boxelder Music Fund, LLC · D · Sep 15, 2025$50M
-
Rallyday Elder Care Co-Investors LP · D · Aug 11, 2025$19M