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

$198MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$175M

Private client RAUM

$198MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$65.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

636

Individual clients

64

High net worth clients

74

SEC number

801-118266

CRD

113706

Filings on the tape

12

First filed

Feb 19, 2020

Latest filed

Mar 13, 2026

Organised

Corporation, NC

• Occurred

  Dec 21, 2022
  Control person left

  Jay Barry Swaim (President And Chief Compliance Officer) no longer on Schedule A of Accruent Wealth Advisors (listed 2022-03-11, absent 2022-12-21)

  Form ADVobserved 4 days ago
• Occurred

  Feb 19, 2020
  First Form ADV filing

  Accruent Wealth Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:18cffb2e-ba62-7918-5d54-92bbe76fe064

First observed

Feb 19, 2020

Last observed

Mar 13, 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.