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H••••• W••••• M••••••••• C•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

H••••• W••••• M••••••••• C•••

CRD 309252

DENVER, CO

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Search this name across graphsid dfx:ria:97a3f67d-fed4-33cc-960d-3597ef5b933c

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 14, 2026 to Apr 14, 2026
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $26.3MItem 5.F on the latest filing (2026-04-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $26.3M
Private client RAUM: $26.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees

Relationships

Registered with (2)

← MICHAEL H•••••Advisorregistration: current employment
Dec 10, 2020 to presentfactForm ADV
← DANIEL SOLOMN H•••••Advisorregistration: current employment
Jul 9, 2020 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:97a3f67d-fed4-33cc-960d-3597ef5b933c
First observed: Apr 14, 2026
Last observed: Apr 14, 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.