This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$40,000Item 5.F on the latest filing (2026-03-15); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$40,000derivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

200

Individual clients

200

SEC number

801-131487

CRD

333215

Filings on the tape

4

First filed

Oct 21, 2024

Latest filed

Mar 15, 2026

Organised

Corporation, DE

• Occurred

  Oct 21, 2024
  First Form ADV filing

  Candlestick Ai filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0256fbcb-a6a8-c40f-1b64-f7ac2f64a256

First observed

Oct 21, 2024

Last observed

Mar 15, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.