DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

M••••• F•••••••• A••••• L••

M••••• F•••••••• A•••••, LLC, CRD 293530

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Search this name across graphsid dfx:ria:33314322-f06a-daa6-cb5a-520c035ab646

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 27, 2026 to Aug 27, 2026
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $21.5M••• Locked
Discretionary RAUM: $21.5M
Private client RAUM: $21.5Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M•••••• W• S• M•••••	Chartered Financial Consultant	HARVARD, MA	8	14	n/a	no
C•••••••• E•••• F•••••	Certified Financial Planner	Littleton, CO \| HARVARD, MA	6	18

Relationships

Registered with (2)

← C•••••••• E•••• F•••••Advisorregistration: current employment
Aug 27, 2026 to presentfactForm ADV
← M•••••• W• S• M•••••Advisorregistration: current employment
Sep 4, 2018 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:33314322-f06a-daa6-cb5a-520c035ab646
First observed: Aug 27, 2026
Last observed: Aug 27, 2026 26 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.