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=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$222MItem 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

$222M

Private client RAUM

$212MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$73.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

4

Offices

2Schedule D 1.F, beyond the principal office

Accounts

876

Individual clients

293

High net worth clients

46

Custody, client assets

$10.3M

SEC number

801-127128

CRD

324419

Filings on the tape

13

First filed

Dec 5, 2022

Latest filed

Mar 31, 2026

Organised

Limited Liability Company, NV

• Occurred

  Jun 18, 2026
  Advisor changed firm

  Scott Martin Sensenig left Diazo, Llc for Rfg Advisory, Llc (registered 2026-06-17)

  Form ADVobserved 5 days ago
• Occurred

  Dec 5, 2022
  First Form ADV filing

  Diazo, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:97a1267c-e102-0965-7bed-9e4cb35607e6

First observed

Dec 5, 2022

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.