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= related_bank= bd_reps=0.0

Regulatory AUM

$112MItem 5.F on the latest filing (2026-09-01); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$112M

Private client RAUM

$112MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

9

RAUM per advisor

$12.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,026

Individual clients

734

High net worth clients

8

SEC number

801-134408

CRD

337832

Filings on the tape

7

First filed

Sep 29, 2025

Latest filed

Sep 1, 2026

Organised

Limited Liability Company, MI

Website

revard.money

• Occurred

  Oct 24, 2025
  Team lift-out

  3 advisors left Gradient Wealth Management (Arden Hills, MN) for Rightoak Asset Management, LLC on the same day

  Form ADVobserved 3 days ago
  3 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1a3f742b-2d33-5f5d-c8ea-fd02c36bb0c1

First observed

Sep 29, 2025

Last observed

Sep 1, 2026 18 days 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.