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=0.92 fund_share=0.03 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$370MItem 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

$370M

Private client RAUM

$340MderivedItem 5.D individuals plus high net worth individuals

Private client share

92%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$370Mderivedthe 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

100

Individual clients

12

High net worth clients

27

Private funds

1Schedule D 7.B(1)

Custody, client assets

$18.9M

SEC number

801-61504

CRD

122721

Filings on the tape

26

First filed

Nov 23, 2011

Latest filed

Mar 31, 2026

Organised

Limited Liability Company, CA

Website

menloadvisors.org

Graph

RIA / Wealth Management

Canonical id

dfx:ria:76eec8dc-a1ec-1361-453a-d0976eb9b1ac

First observed

Nov 23, 2011

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.