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

no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$0Item 5.F on the latest filing (2026-06-08); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

15

Advisory employees

0

Offices

1Schedule D 1.F, beyond the principal office

Accounts

0

Individual clients

16,971

High net worth clients

1,280

SEC number

801-125919

CRD

321249

Filings on the tape

15

First filed

May 19, 2022

Latest filed

Jun 8, 2026

Organised

Corporation, DE

Website

addfinancialadvisors.com

• Occurred

  May 19, 2022
  First Form ADV filing

  Wiseradvisor.Com filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:431c575e-003e-c1f5-1577-eafd66d1bceb

First observed

May 19, 2022

Last observed

Jun 8, 2026 3 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.