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

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

A•••• G•••• W••••• M••••••••• L••

CRD 226599

AKRON, OH

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Search this name across graphsid dfx:ria:498848a5-f201-1bc2-0088-e752170d5024

Data as of Mar 30, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 1
Observed: Dec 26, 2019 to Mar 30, 2025
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

A•••• G•••• W••••• M••••••••• L••

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $304MItem 5.F on the latest filing (2025-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $272M
Private client RAUM: $283MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• M••••••• J•	CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING PARTNER	D	yes	04/2015	Dec 26, 2019	Mar 26, 2024
T••••• B•••••••• E•	PRESIDENT AND OWNER	D	yes	04/2015	Dec 26, 2019

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$304M	$257M	18.3%	$301M	0.4%	6	7	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
U•• F•••••••• S••••••• I•••	2	Jun 23, 2015	Jun 12, 2015	AKRON, OH	Team lift out	Wirehouse to RIA	0.0%

Relationships

Registered with (3)

← B••••••• EARL T••••Advisorregistration: previous registration
Jun 12, 2015 to Sep 4, 2025factForm ADV
← M•••••• J B••••••Advisorregistration: previous registration
Jun 12, 2015 to Sep 4, 2025factForm ADV
← Johnathan Wade RobertsAdvisorregistration: previous registration
Jan 3, 2022 to Sep 4, 2025factForm ADV

Controls (2)

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 4, 2025
Advisor changed firm
Johnathan Wade Roberts left A•••• G•••• W••••• M••••••••• L•• for True Wealth Design, Llc (registered 2025-05-13)
Form ADVobserved 6 days ago
Occurred
Sep 4, 2025
Advisor changed firm
Benjamin Earl Tegel left A•••• G•••• W••••• M••••••••• L•• for Farther (registered 2024-11-06)
Form ADVobserved 6 days ago
Occurred
Sep 4, 2025
Advisor changed firm
Matthew J Burnham left A•••• G•••• W••••• M••••••••• L•• for Journey Wealth Management (registered 2025-07-07)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:498848a5-f201-1bc2-0088-e752170d5024
First observed: Dec 26, 2019
Last observed: Mar 30, 2025 18 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.