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

$4.5MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$3.2M

Private client RAUM

$4.5MderivedItem 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

$4.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

42

Individual clients

39

SEC number

801-128216

CRD

327058

Filings on the tape

13

First filed

May 24, 2023

Latest filed

Mar 31, 2026

Organised

Corporation, DE

Website

berilium.co

• Occurred

  Aug 23, 2024
  Control person left

  Joseph Dominic Spinozzi (Chief Compliance Officer) no longer on Schedule A of Berilium (listed 2024-06-17, absent 2024-08-23)

  Form ADVobserved 4 days ago
• Occurred

  May 24, 2023
  First Form ADV filing

  Berilium filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:714dac2d-b2b8-445c-0848-5f3a7b6393aa

First observed

May 24, 2023

Last observed

Mar 31, 2026 5 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.