DFX Intelligence

E••• W••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

E••• W••• A•••••••

E••• W••• A•••••••, LLC, CRD 285447

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Search this name across graphsid dfx:ria:9bbe06e9-236e-37bf-f962-0a6a344b51c3

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 17, 2026 to Jul 17, 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: $3.1M••• Locked
Discretionary RAUM: $3.1M
Private client RAUM: $2.8Mderived••• Locked
Private client share: 91%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1
Offices

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M•••••• C••••••••• C•••	n/a	FURLONG, PA	9	27	n/a	no

Relationships

Registered with (2)

← M•••••• C••••••••• C•••Advisorregistration: current employment
May 3, 2017 to presentfactForm ADV
← K•••• P•••••• M••••••••Advisorregistration: previous registration
May 3, 2017 to Feb 23, 2023factForm ADV

Dated events

Occurred
Feb 23, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9bbe06e9-236e-37bf-f962-0a6a344b51c3
First observed: Jul 17, 2026
Last observed: Jul 17, 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.