DFX Intelligence
Data Factory
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Family Offices
Tavares, FL
Empower Your Wealth. Define Your Destiny. Our family office approach supports clients with multi-generational wealth strategies, private investment access, and deep experience in managing unique, passion-driven assets. Watch Video with Audio Empower Your Wealth. Define Your Destiny. Our family office approach supports clients with multi-generational wealth strategies, private investment access, and deep experience in managing […]
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, news and newswire. Page built and rebuilt at most every 15 minutes.
| Target | State | Kind | Asset class | Sector | Announced | Amount | Evidence |
|---|---|---|---|---|---|---|---|
| SpaceX | n/a | Direct investment | n/a | n/a | Aug 19, 2026 | n/a | fact |
| AI Products | n/a | Direct investment | n/a | n/a | Jun 9, 2026 | n/a | fact |
| Pikachu Illustrator | n/a | Direct investment | n/a | n/a | n/a | n/a | fact |
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Media Kit | About Tom Ruggie – Founder and CEO | leadership | senior | n/a | yes | fact |
| Rob Clark | Partner | leadership | senior | n/a | yes | fact |
| Tom Ruggie | Founder & CEO | leadership | senior | n/a | yes | fact |
| Jeremy Wassmer | Wealth Advisor | other | unknown | n/a | yes | fact |
| Audrey Mancuso | Managing Partner | leadership | senior | n/a | yes | fact |
| Ronnie Hopper | Wealth Advisor | other | unknown | n/a | yes | fact |
| Sharon Kolstad | Client Relationship Manager | leadership | senior | n/a | yes | fact |
| Bill Newton | Partner | leadership | senior | n/a | yes | fact |
| Thomas Huey Ruggie | Managing Member/chief Compliance Officer | leadership | principal | n/a | yes | fact |
| Jorge a Romero | Member | leadership | principal | n/a | yes | fact |
| Audrey Marie Mancuso | Member | leadership | principal | n/a | yes | fact |
| Sean Beierly | Head of AI Products and Platform | other | unknown | n/a | yes | fact |
| Chris Nichols | Partner | leadership | senior | n/a | yes | fact |
| Jorge Romero | Partner | leadership | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Bill Newton (Partner), Sharon Kolstad (Client Relationship Manager), Jeremy Wassmer (Wealth Advisor), Tom Ruggie (Founder & CEO), Sean Beierly (Head of AI Products and Platform), Chris Nichols (Partner), Jorge Romero (Partner), Rob Clark (Partner), Ronnie Hopper (Wealth Advisor), Audrey Mancuso (Managing Partner), Media Kit (About Tom Ruggie – Founder and CEO), Jorge a Romero (Member).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan