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

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$38,670Item 5.F on the latest filing (2024-03-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$38,670

Private client RAUM

$38,670derivedItem 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

0

Offices

0Schedule D 1.F, beyond the principal office

Accounts

46

Individual clients

43

High net worth clients

0

SEC number

801-126731

CRD

323301

Filings on the tape

8

First filed

Sep 13, 2022

Latest filed

Mar 26, 2024

Organised

Limited Liability Company, Delaware

• Occurred

  Sep 13, 2022
  First Form ADV filing

  Pebble Finance filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0c63c489-3d78-2b91-2413-d63cf2f99732

First observed

Sep 13, 2022

Last observed

Mar 26, 2024 30 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.