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

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$38.8MItem 5.F on the latest filing (2026-07-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$37.3M

Private client RAUM

$38.7MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

191

Individual clients

191

High net worth clients

10

Custody, client assets

$270,000

CRD

314533

Filings on the tape

1

First filed

Jul 23, 2026

Latest filed

Jul 23, 2026

Organised

Limited Liability Company, PA

• Occurred

  Nov 16, 2023
  Advisor changed firm

  David Mason Daley left Pegasus Management Services L.L.C. for Daley Financial Planning Llc (registered 2023-12-11)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3692de47-509b-1705-e92f-31a9e4753cee

First observed

Jul 23, 2026

Last observed

Jul 23, 2026 57 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.