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=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$90.2MItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$90.2M

Private client RAUM

$88.9MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$15.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

6

Offices

14Schedule D 1.F, beyond the principal office

Accounts

312

Individual clients

9

High net worth clients

126

Custody, client assets

$15.2M

SEC number

801-131907

CRD

328213

Filings on the tape

7

First filed

Mar 3, 2025

Latest filed

Aug 13, 2026

Organised

Limited Liability Company, TX

• Occurred

  Aug 13, 2026
  Advisor changed firm

  Jessy Lee Gilger left Gannett Wealth Advisors for Verify Wealth (registered 2026-08-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1b2558fe-c172-e9a2-ca76-fee795a0d21b

First observed

Mar 3, 2025

Last observed

Aug 13, 2026 37 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.