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CRD 318056
YARDLEY, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| EMILY CHRISTINE WHEELER | n/a | YARDLEY, PA | 4 | 11 | 2 | no |
| MARK JOSEPH BYELICH | Certified Financial Planner | YARDLEY, PA | 4 | 25 | 5 | no |
| JESSE DANIEL D'ELIA | Certified Financial Planner | YARDLEY, PA | 1 | 12 | 1 | no |
| LIDIA G AMODEI | Certified Financial Planner|Chartered Financial Analyst | YARDLEY, PA | 1 | 32 | 4 | no |
| David John White | Chartered Financial Analyst | YARDLEY, PA | 0 | 10 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BYELICH, MARK, JOSEPH | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | yes | 01/2022 | Dec 16, 2021 | Jun 14, 2022 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 3, 2026 | $129M | $120M | 5 | 4 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $129M | n/a | n/a | n/a | n/a | 6 | n/a | 0 | n/a |