SourcingSourcing

GET MOVING INC

C48
CRD 329172·SEC 801-129242·SAN FRANCISCO, CA
AUM
$4.4M
<$25M
Est. Revenue
$44K
@ 1% on AUM
Est. EBITDA
$13K
@ 30% margin
Est. Deal Value
$106K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GET MOVING INC
CRD
329172
SEC file #
801-129242
EIN
—
DBA names
Finvest

Economics

AUM
$4.4M
AUM band
<$25M
AUM trajectory
'25'26
$4.4M → $4.4M▬ 0%
Client mix
Individuals Other534

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUM

Filings

Latest ADV filing
11/21/2025
ADV-W filed at
—
Website
getfinvest.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Bharuka, Shivam
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Bharuka, Shivam
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GETFINVEST.COM
Rdap Domain Creation Date
2023-10-21T18:50:30Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-21T18:50:30Z
Rdap Domain Last Changed
2025-12-11T00:05:27Z
Rdap Nameservers
Camilo.ns.cloudflare.comOpal.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
7835793
Trust Company Affiliate
No

People (1)

1
Bharuka, Shivam
Direct Owner · 87.5%
7835793