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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

R••••••• W••••• A•••••••

R••••••• WEALTH, LLC, CRD 297122

FAIRVIEW PARK, OH

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Search this name across graphsid dfx:ria:a57cab92-406f-ee4d-b494-6c754b7efa3d

Data as of May 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 4
On other graphs: 0
Observed: Sep 27, 2022 to May 29, 2026
24 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: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $676MItem 5.F on the latest filing (2026-05-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $676M
Private client RAUM: $670MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••••• J••• K•••••	Certified Financial Planner	FAIRVIEW PARK, OH	8	31	2	yes
A••• R•••••• S••••••••	n/a	FAIRVIEW PARK, OH	8	17

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•• C••••••• I•••	Owner	D	yes	01/2019	Sep 27, 2022	Sep 6, 2024
J•• F••••••••• I•••	Owner	D	yes	01/2019	Sep 27, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T•• J• A••••• W••••• M••••••••• C••• L••	n/a	Former SEC adviser	$255M	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Youngstown	Oh	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$676M	$569M	19.0%	$123M	76.5%	15	15	3	5

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C••••• A••••••• L••	2	Jan 28, 2021	Jul 10, 2018	FAIRVIEW PARK, OH	Team lift out	Ibd to RIA	0.9%

Relationships

Affiliated with (1)

→ T•• J• A••••• W••••• M••••••••• C••• L••Registered adviserother investment adviser
factForm ADV

Registered with (10)

← J••••• D• S•••••Advisorregistration: current employment
Mar 16, 2026 to presentfactForm ADV
← A••••• N••••• S••••Advisorregistration: current employment
Jan 9, 2026 to presentfactForm ADV
←

Dated events

Occurred
May 30, 2025
Advisor changed firm
Charles David Dickinson left R••••••• W••••• A••••••• for William Mack & Associates Inc (registered 2025-01-01)
Form ADVobserved 6 days ago
Occurred
May 28, 2025
Advisor changed firm
Zachary William Ellis left R••••••• W••••• A••••••• for Edelman Financial Engines (registered 2025-06-23)
Form ADVobserved 6 days ago
Occurred
Sep 5, 2024
Regulatory AUM changed
R••••••• W••••• A••••••• reported RAUM $513.7M, up 257% from $143.7M (2024-09-04 to 2024-09-05)
Form ADVobserved 6 days ago
$370M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a57cab92-406f-ee4d-b494-6c754b7efa3d
First observed: Sep 27, 2022
Last observed: May 29, 2026 3 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.