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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$178MItem 5.F on the latest filing (2026-06-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$178M

Private client RAUM

$178MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$178Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

293

Individual clients

40

High net worth clients

33

SEC number

801-129888

CRD

330120

Filings on the tape

7

First filed

Mar 12, 2024

Latest filed

Jun 16, 2026

Organised

Limited Liability Company, OH

• Occurred

  Aug 13, 2024
  Control person joined

  Joseph John Donohue (Chief Compliance Officer) appeared on Schedule A of Acme Jack Wealth Management

  Form ADVobserved 6 days ago
• Occurred

  Mar 12, 2024
  First Form ADV filing

  Acmejackwealthmanagement filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:62361a48-c9a6-58da-23f3-8a3721785764

First observed

Mar 12, 2024

Last observed

Jun 16, 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.