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

$242MItem 5.F on the latest filing (2026-07-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$242M

Private client RAUM

$242MderivedItem 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

$80.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

2Schedule D 1.F, beyond the principal office

Accounts

215

Individual clients

142

High net worth clients

73

SEC number

801-127393

CRD

325116

Filings on the tape

13

First filed

Jan 27, 2023

Latest filed

Jul 28, 2026

Organised

Limited Liability Company, DE

• Occurred

  Jan 27, 2023
  First Form ADV filing

  Position Wealth filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2f7d4bbb-09b8-e34a-43d6-068e9c3c0f2d

First observed

Jan 27, 2023

Last observed

Jul 28, 2026 52 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.