DFX Intelligence

P• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

P• A•••••••

P• A•••••••, LLC, CRD 277156

CHADDS FORD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ea68532-8390-7475-c4aa-59acae5bd4f7

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Mar 12, 2018 to Mar 11, 2026
13 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

P• A•••••••

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: $238M••• Locked
Discretionary RAUM: $0
Private client RAUM: $238Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $238Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
P••••• G••••• F•••••	n/a	Chadds Ford, PA	11	13	n/a	no

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F•••••• P•••••• G•••••	PRESIDENT & CCO	E	yes	06/2015	Mar 12, 2018	Mar 22, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
CHADDS FORD	Pa	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$238M	$238M	0.0%	$240M	-0.2%	1	1	1	1

Relationships

Registered with (1)

← P••••• G••••• F•••••Advisorregistration: current employment
Aug 28, 2015 to presentfactForm ADV

Controls (1)

← F•••••• P•••••• G•••••OwnerPRESIDENT & CCO, ownership code E, individual
Mar 12, 2018 to Mar 22, 2024factForm ADV

Dated events

Occurred
Mar 12, 2018
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ea68532-8390-7475-c4aa-59acae5bd4f7
First observed: Mar 12, 2018
Last observed: Mar 11, 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.