DFX Intelligence

R•••••• E•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

R•••••• E•••

R•••••• E••• WEALTH MANAGEMENT LLC, CRD 313711

BEAVER, PA

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Search this name across graphsid dfx:ria:3b3fdb6d-3d11-e0fb-f93a-f4b4deaf3098

Data as of Apr 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Mar 17, 2021 to Apr 27, 2026
20 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: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $157M••• Locked
Discretionary RAUM: $152M
Private client RAUM: $151Mderived••• Locked
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $39.3Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••• G•••••••• M••••••••	Certified Financial Planner	BEAVER, PA	4	15	2	no
T••••• M• Y•••	Certified Financial Planner\|Chartered Financial Consultant	BEAVER, PA	4	12

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M••••••••• J•••• G••••••••	CEO & MANAGING MEMBER	E	yes	03/2021	Mar 17, 2021	Jul 12, 2024
Y•••• T•••••• M•	CHIEF COMPLIANCE OFFICER	Na	yes	03/2021	Mar 17, 2021	Jul 12, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 27, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$157M	$123M	28.0%	n/a	n/a	5	4	0	0

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
E••• L••	2	Jul 15, 2021	Jan 4, 2022	PITTSBURGH, PA	Team lift out	RIA to new firm	33.3%

Relationships

Registered with (4)

← J•••• C•••••• M••••••••Advisorregistration: current employment
May 7, 2025 to presentfactForm ADV
← J••• G•••••••• M••••••••Advisorregistration: current employment
Jan 4, 2022 to presentfactForm ADV
← T••••• M• Y•••Advisorregistration: previous registration
Apr 21, 2021 to Dec 31, 2021factForm ADV
← Q•••• J• P••• M••••••••

Dated events

Occurred
Mar 17, 2021
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b3fdb6d-3d11-e0fb-f93a-f4b4deaf3098
First observed: Mar 17, 2021
Last observed: Apr 27, 2026 4 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.