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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

SPEARHEAD ADVISORS, LLC

CRD 316684

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a5d0b626-1147-9a00-ceb2-d4e8dc83d33e

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Mar 26, 2026 to Mar 26, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Spearhead Advisors, LLC

Intermediary · shared crd

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: $35.8MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $35.8M
Private client RAUM: $30.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 109
Individual clients: 31
High net worth clients: 14
CRD: 316684
Filings on the tape: 1
First filed: Mar 26, 2026
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, CA
Website: spearhead.investments

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
NICHOLAS PATRICK PARDINI	n/a	Newport Beach, CA	1	11	1	no
DAVID ELIOT DARDASHTI	n/a	Newport Beach, CA	1	18	2	no
Patrick Murphy McCann	Chartered Financial Analyst	NEWPORT BEACH, CA	0	10	n/a	no
Samantha Dalby	n/a	NEWPORT BEACH, CA	0	11	n/a	no

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ELEVATE WEALTH ADVISORS, LLC	2	Dec 3, 2024	Sep 8, 2025	NEWPORT BEACH, CA	Team lift out	Other	66.7%

Relationships

Registered with (4)

← Samantha DalbyAdvisorregistration: current employment
Mar 23, 2026 to presentfactForm ADV
← Patrick Murphy McCannAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← DAVID ELIOT DARDASHTIAdvisorregistration: current employment
Sep 8, 2025 to presentfactForm ADV
← NICHOLAS PATRICK PARDINIAdvisorregistration: current employment
May 19, 2025 to presentfactForm ADV

Moved with (1)

← ELEVATE WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Dec 3, 2024 to Sep 8, 2025factForm ADV

Dated events

Occurred
Dec 3, 2024
Team lift-out
2 advisors left Elevate Wealth Advisors, LLC (Newport Beach, CA) for Spearhead Advisors, LLC on the same day
Form ADVobserved 5 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5d0b626-1147-9a00-ceb2-d4e8dc83d33e
First observed: Mar 26, 2026
Last observed: Mar 26, 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.

SPEARHEAD ADVISORS, LLC

CRD 316684

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a5d0b626-1147-9a00-ceb2-d4e8dc83d33e

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:01 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NICHOLAS PATRICK PARDINI

n/a

Newport Beach, CA

DAVID ELIOT DARDASHTI

n/a

Newport Beach, CA

Patrick Murphy McCann

Chartered Financial Analyst

NEWPORT BEACH, CA

n/a

Samantha Dalby

n/a

NEWPORT BEACH, CA

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ELEVATE WEALTH ADVISORS, LLC

Dec 3, 2024

Sep 8, 2025

NEWPORT BEACH, CA

Team lift out

Other

66.7%