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

independent wealth managerderivedprivate_client_share=0.85 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$166MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$161M

Private client RAUM

$142MderivedItem 5.D individuals plus high net worth individuals

Private client share

85%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$83.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

229

Individual clients

11

High net worth clients

70

Custody, client assets

$14.9M

SEC number

801-123446

CRD

319013

Filings on the tape

10

First filed

Feb 11, 2022

Latest filed

Mar 10, 2026

Organised

Limited Liability Company, DE

Website

conwaypartners.com

• Occurred

  Jan 31, 2023
  Advisor changed firm

  Robert William Noack left Conway Partners for Tpg Financial Advisors, Llc (registered 2023-02-06)

  Form ADVobserved 5 days ago
• Occurred

  Feb 11, 2022
  First Form ADV filing

  Conway Partners Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4b56b75b-6cd8-a5e5-08f3-077c8cb36916

First observed

Feb 11, 2022

Last observed

Mar 10, 2026 6 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.