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A•• M••••••••• T••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM under $100M

A•• M••••••••• T••• L••

CRD 333712

MIAMI, FL

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Search this name across graphsid dfx:ria:2106f14b-1c59-3167-882a-1e554d86a841

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 20, 2024 to Mar 27, 2026
4 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $98,361Item 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $98,361
Private client RAUM: $98,361derivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••••• R•••••• C•••••• E••••••	Ceo	E	yes	03/2023	Dec 20, 2024	Dec 20, 2024
M•••••••• S•••••• M••••••	CHIEF COMPLIANCE OFFICER	Na	no	12/2024	Dec 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
I••••••• T••••••••• L••	n/a	Former SEC adviser	$0	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$98,361	$0	n/a	n/a	n/a	5	5	0	0

Relationships

Affiliated with (2)

→ I••••••• T••••••••• L••Registered adviserother investment adviser, common control
factForm ADV
← I••••••• T••••••••• L••Registered adviserother investment adviser, common control
factForm ADV

Owns (1)

← M•••••••• S•••••• M••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 20, 2024 to Dec 20, 2024factForm ADV

Controls (1)

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 20, 2024
First Form ADV filing
Aic Management Tech Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Show 1 bookkeeping events

Occurred
May 1, 2026
A•• M••••••••• T••• L•• no longer on the SEC adviser roster (last listed 2026-04-01, RAUM $98,361)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2106f14b-1c59-3167-882a-1e554d86a841
First observed: Dec 20, 2024
Last observed: Mar 27, 2026 5 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.