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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$133MItem 5.F on the latest filing (2026-02-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$133MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$22.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

6

Offices

1Schedule D 1.F, beyond the principal office

Accounts

564

Individual clients

536

High net worth clients

28

SEC number

801-135670

CRD

294012

Filings on the tape

1

First filed

Feb 24, 2026

Latest filed

Feb 24, 2026

Organised

Limited Liability Company, FL

Website

elderlawmanagement.com

• Occurred

  Mar 3, 2022
  Team lift-out

  2 advisors left Elder Law Management, Elder Law Planning Services (Pittsburgh, PA) for Elm Capital Management LLC on the same day

  Form ADVobserved 4 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9b3bbad1-3867-e301-b510-43b20a05f2a7

First observed

Feb 24, 2026

Last observed

Feb 24, 2026 6 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.