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=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$805MItem 5.F on the latest filing (2026-02-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$805M

Private client RAUM

$795MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$161Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

10

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,011

Individual clients

102

High net worth clients

194

Custody, client assets

$136M

SEC number

801-53480

CIK

1028874

CRD

106696

Filings on the tape

40

First filed

Mar 29, 2012

Latest filed

Feb 25, 2026

Organised

Limited Liability Company, CA

Website

rempadvisors.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5e9eb91f-0f8a-df23-7dcb-3a0b3f50c1f5

First observed

Mar 29, 2012

Last observed

Feb 25, 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.