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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

POCKETNEST

POCKETNEST RIA, LLC, CRD 309091

DETROIT, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:74c406b2-2dc0-be05-46ba-e0bbb793de16

Data as of Mar 18, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 23, 2020 to Mar 18, 2022
5 observations

Across DFX

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.

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
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 4
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
SEC number: 801-118788
CRD: 309091
Filings on the tape: 5
First filed: Apr 23, 2020
Latest filed: Mar 18, 2022
Organised: Limited Liability Company, Delaware

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
POCKETNEST INC.	Member	E	yes	11/2019	Apr 23, 2020	Mar 18, 2022
WILLIS, JESSICA, MARIE	Ceo	E	yes	11/2019	Apr 23, 2020	Mar 18, 2022
WILLIS, JESSICA, MARIE	CHIEF COMPLIANCE OFFICER	Na	yes	04/2020	Apr 23, 2020	Mar 18, 2022

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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
2021	Mar 18, 2022	n/a	n/a	4	1	1	n/a	n/a
2020	Mar 17, 2021	n/a	n/a	4	1	1	n/a	n/a

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
2021	n/a	n/a	n/a	n/a	n/a	4	4	1	1

Relationships

Controls (2)

← WILLIS, JESSICA, MARIEOwnerCEO, ownership code E, individual
Apr 23, 2020 to presentfactForm ADV
← POCKETNEST INC.OwnerMEMBER, ownership code E, domestic entity
Apr 23, 2020 to presentfactForm ADV

Dated events

Occurred
Apr 23, 2020
First Form ADV filing
Pocketnest filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:74c406b2-2dc0-be05-46ba-e0bbb793de16
First observed: Apr 23, 2020
Last observed: Mar 18, 2022 54 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.

POCKETNEST

POCKETNEST RIA, LLC, CRD 309091

DETROIT, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:74c406b2-2dc0-be05-46ba-e0bbb793de16

Data as of Mar 18, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

POCKETNEST INC.

Member

yes

11/2019

Apr 23, 2020

Mar 18, 2022

WILLIS, JESSICA, MARIE

Ceo

yes

11/2019

Apr 23, 2020

Mar 18, 2022

WILLIS, JESSICA, MARIE

CHIEF COMPLIANCE OFFICER

yes

04/2020

Apr 23, 2020

Mar 18, 2022

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 18, 2022

n/a

2020

Mar 17, 2021

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

n/a