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

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0

Regulatory AUM

$517MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$517M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$259Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

3,033

SEC number

801-131316

CRD

332971

Filings on the tape

10

First filed

Sep 18, 2024

Latest filed

Mar 23, 2026

Organised

Limited Liability Company, CA

Website

nestyield.com

• Occurred

  Jun 2, 2025
  Advisor changed firm

  Isai Juarez left Nestyield Etfs for Journey Equity Wealth Management Llc (registered 2025-05-19)

  Form ADVobserved 4 days ago
• Occurred

  Sep 18, 2024
  First Form ADV filing

  Nest Yield Etf filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0aa990b0-2fa2-ac0a-4690-3cf958307c60

First observed

Sep 18, 2024

Last observed

Mar 23, 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.