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

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$500,000Item 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$500,000

Private client RAUM

$500,000derivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Employees

5

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

2

CRD

218518

Filings on the tape

1

First filed

Jul 9, 2026

Latest filed

Jul 9, 2026

Organised

Other (specify), TX

• Occurred

  Sep 24, 2024
  Advisor changed firm

  Arianna Stern left Money Positive for Schwab Wealth Advisory, Inc. (registered 2025-09-15)

  Form ADVobserved 5 days ago
• Occurred

  Aug 8, 2024
  Advisor changed firm

  Lewis Edward Weil left Money Positive for Lewis Weil Co. (registered 2024-09-26)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:894f2e3d-e6d6-7706-85ce-d2e9f900b6d9

First observed

Jul 9, 2026

Last observed

Jul 9, 2026 2 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.