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

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$10.1MItem 5.F on the latest filing (2025-12-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$10.1M

Private client RAUM

$10.1MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Employees

1

Advisory employees

1

Offices

1Schedule D 1.F, beyond the principal office

Accounts

15

Individual clients

7

CRD

293564

Filings on the tape

1

First filed

Dec 17, 2025

Latest filed

Dec 17, 2025

Organised

Limited Liability Company, TX

• Occurred

  Nov 5, 2025
  Team lift-out

  2 advisors left Concurrent Wealth Management (Houston, TX) for Xypn Sapphire on the same day

  Form ADVobserved 5 days ago
  2 advisors
• Occurred

  Nov 5, 2025
  Advisor changed firm

  Mark Aaron Lee Evers left Concurrent Wealth Management for Xypn Sapphire (registered 2025-09-15)

  Form ADVobserved 5 days ago
• Occurred

  Nov 5, 2025
  Advisor changed firm

  Philip S Gibson left Concurrent Wealth Management for Xypn Sapphire (registered 2025-08-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:16d5ce7e-78b5-fedb-5fe1-b078c20658a1

First observed

Dec 17, 2025

Last observed

Dec 17, 2025 9 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.