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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM none

ORG PARTNERS ASSET MANAGEMENT

ORG PARTNERS ASSET MANAGEMENT LLC, CRD 330922

DALLAS, TX

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:782b856f-221e-b85b-915a-eb216424c62c

Data as of Mar 31, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 15
On other graphs: 0
Observed: Apr 2, 2024 to Mar 31, 2025
13 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
Regulatory AUM: $0Item 5.F on the latest filing (2025-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-130199
CRD: 330922
Filings on the tape: 13
First filed: Apr 2, 2024
Latest filed: Mar 31, 2025
Organised: Limited Liability Company, TX

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
MANSUR, MICHAEL, PETER	Owner	C	yes	03/2024	Apr 5, 2024	Dec 9, 2024
MANSUR, MICHAEL, PETER	President	Na	yes	03/2024	Apr 5, 2024	Dec 9, 2024
ORG PARTNERS OPERATIONS LLC	Owner	E	yes	03/2024	Apr 2, 2024	Dec 9, 2024
SORENSON, CLINTON, WAYNE	Owner	C	yes	03/2024	Apr 5, 2024	Dec 9, 2024
SORENSON, CLINTON, WAYNE	CHIEF INVESTMENT OFFICER	Na	yes	03/2024	Apr 5, 2024	Dec 9, 2024
KIDWELL, JUSTINE, MARIE	CHIEF COMPLIANCE OFFICER	Na	no	03/2024	Apr 2, 2024	Dec 9, 2024
ORG PARTNERS ENTERPRISE, LLC	Owner	F	no	03/2024	Apr 12, 2024	Dec 9, 2024
ORG PARTNERS HOLDINGS, LLC	Owner	E	no	03/2024	Apr 12, 2024	Dec 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ORG PARTNERS LLC	n/a	Former SEC adviser	$773M	N	yes	n/a
ORG WEALTH PARTNERS LLC	n/a	Independent wealth	$596M	N	yes	n/a
STRATEGIC WEALTH CAPITAL, LLC	n/a	Independent wealth	$238M	N	yes	n/a
SOUND FINANCIAL STRATEGIES GROUP, LLC	n/a	Independent wealth	$218M	N	yes	n/a
TRUEDGE ASSET MANAGEMENT LLC	n/a	No RAUM reported	$0	N	yes	n/a
WEALTHSHIELD LLC	n/a	Former SEC adviser	$0	N	yes	n/a

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
2024	Mar 31, 2025	$0	$0	4	2	0	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
2024	$0	n/a	n/a	n/a	n/a	4	n/a	0	n/a

Relationships

Affiliated with (7)

← ASCENTIS WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ SOUND FINANCIAL STRATEGIES GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ WEALTHSHIELD LLCRegistered adviserother investment adviser, common control
factForm ADV
→ ORG PARTNERSRegistered adviserother investment adviser, common control
factForm ADV
→ TRUEDGE ASSET MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
→ STRATEGIC WEALTH CAPITALRegistered adviserother investment adviser, common control
factForm ADV
→ ASCENTIS WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (4)

← KIMBERLY T ABMEYERAdvisorregistration: previous registration
Dec 6, 2024 to Aug 25, 2025factForm ADV
← Max Andrew RockwellAdvisorregistration: previous registration
Dec 6, 2024 to Aug 25, 2025factForm ADV
← William H LittleAdvisorregistration: previous registration
Dec 6, 2024 to Aug 25, 2025factForm ADV
← Douglas Michael WoodAdvisorregistration: previous registration
Dec 6, 2024 to Aug 25, 2025factForm ADV

Controls (3)

← MANSUR, MICHAEL, PETEROwnerOWNER, ownership code C, individual
Apr 5, 2024 to Dec 9, 2024factForm ADV
← SORENSON, CLINTON, WAYNEOwnerOWNER, ownership code C, individual
Apr 5, 2024 to Dec 9, 2024factForm ADV
← ORG PARTNERS OPERATIONS LLCOwnerOWNER, ownership code E, domestic entity
Apr 2, 2024 to Dec 9, 2024factForm ADV

Owns (3)

← KIDWELL, JUSTINE, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 2, 2024 to Dec 9, 2024factForm ADV
← ORG PARTNERS ENTERPRISE, LLCOwnerOWNER, ownership code F, domestic entity
Apr 12, 2024 to Dec 9, 2024factForm ADV
← ORG PARTNERS HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Apr 12, 2024 to Dec 9, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 25, 2025
Advisor changed firm
Douglas Michael Wood left Org Partners Asset Management for Ascentis Asset Management, Llc (registered 2025-11-19)
Form ADVobserved 6 days ago
Occurred
Aug 25, 2025
Advisor changed firm
Kimberly T Abmeyer left Org Partners Asset Management for Ascentis Wealth Management, Llc (registered 2025-02-18)
Form ADVobserved 6 days ago
Occurred
Aug 25, 2025
Advisor departed, no destination yet
Max Andrew Rockwell no longer registered at Org Partners Asset Management; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Aug 25, 2025
Advisor departed, no destination yet
William H Little no longer registered at Org Partners Asset Management; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Dec 9, 2024
Control person left
R Joel Holden (Chief Operating Officer) no longer on Schedule A of Org Partners Asset Management (listed 2024-12-06, absent 2024-12-09)
Form ADVobserved 6 days ago
Occurred
Dec 9, 2024
Control person left
Tyler Chris Mcalpin (Owner) no longer on Schedule A of Org Partners Asset Management (listed 2024-12-06, absent 2024-12-09)
Form ADVobserved 6 days ago
Occurred
Apr 12, 2024
Control person left
Michael Ryan Uszenski (Co-Founder) no longer on Schedule A of Org Partners Asset Management (listed 2024-04-09, absent 2024-04-12)
Form ADVobserved 6 days ago
Occurred
Apr 12, 2024
Control person left
Jeffrey Todd Stewart (Co-Founder) no longer on Schedule A of Org Partners Asset Management (listed 2024-04-09, absent 2024-04-12)
Form ADVobserved 6 days ago
Occurred
Apr 5, 2024
Control person joined
Wayne Clinton Sorenson (Co-Founder) appeared on Schedule A of Org Partners Asset Management
Form ADVobserved 6 days ago
Occurred
Apr 5, 2024
Control person joined
Peter Michael Mansur (President) appeared on Schedule A of Org Partners Asset Management
Form ADVobserved 6 days ago
Occurred
Apr 5, 2024
Control person joined
Michael Ryan Uszenski (Co-Founder) appeared on Schedule A of Org Partners Asset Management
Form ADVobserved 6 days ago
Occurred
Apr 5, 2024
Control person joined
Tyler Chris Mcalpin (Co-Founder) appeared on Schedule A of Org Partners Asset Management
Form ADVobserved 6 days ago
Occurred
Apr 5, 2024
Control person joined
Jeffrey Todd Stewart (Co-Founder) appeared on Schedule A of Org Partners Asset Management
Form ADVobserved 6 days ago
Occurred
Apr 2, 2024
First Form ADV filing
Org Partners Asset Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Sep 2, 2025
Org Partners Asset Management no longer on the SEC adviser roster (last listed 2025-08-01)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:782b856f-221e-b85b-915a-eb216424c62c
First observed: Apr 2, 2024
Last observed: Mar 31, 2025 17 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.

ORG PARTNERS ASSET MANAGEMENT

ORG PARTNERS ASSET MANAGEMENT LLC, CRD 330922

DALLAS, TX

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:782b856f-221e-b85b-915a-eb216424c62c

Data as of Mar 31, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MANSUR, MICHAEL, PETER

Owner

yes

03/2024

Apr 5, 2024

Dec 9, 2024

MANSUR, MICHAEL, PETER

President

yes

03/2024

Apr 5, 2024

Dec 9, 2024

ORG PARTNERS OPERATIONS LLC

Owner

yes

03/2024

Apr 2, 2024

Dec 9, 2024

SORENSON, CLINTON, WAYNE

Owner

yes

03/2024

Apr 5, 2024

Dec 9, 2024

SORENSON, CLINTON, WAYNE

CHIEF INVESTMENT OFFICER

yes

03/2024

Apr 5, 2024

Dec 9, 2024

KIDWELL, JUSTINE, MARIE

CHIEF COMPLIANCE OFFICER

03/2024

Apr 2, 2024

Dec 9, 2024

ORG PARTNERS ENTERPRISE, LLC

Owner

03/2024

Apr 12, 2024

Dec 9, 2024

ORG PARTNERS HOLDINGS, LLC

Owner

03/2024

Apr 12, 2024

Dec 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ORG PARTNERS LLC

n/a

Former SEC adviser

$773M

yes

n/a

ORG WEALTH PARTNERS LLC

n/a

Independent wealth

$596M

yes

n/a

STRATEGIC WEALTH CAPITAL, LLC

n/a

Independent wealth

$238M

yes

n/a

SOUND FINANCIAL STRATEGIES GROUP, LLC

n/a

Independent wealth

$218M

yes

n/a

TRUEDGE ASSET MANAGEMENT LLC

n/a

No RAUM reported

yes

n/a

WEALTHSHIELD LLC

n/a

Former SEC adviser

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 31, 2025

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

n/a