DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MUSIC ROW WEALTH MANAGEMENT

MRWM ADVISORS, LLC, CRD 288944

NASHVILLE, TN

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:a664d767-62e9-29ee-c7c6-2db6c6e22979

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 7
On other graphs: 0
Observed: Jun 14, 2017 to Mar 9, 2026
28 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=0.95 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $432MItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $432M
Private client RAUM: $412MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $144Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,068
Individual clients: 293
High net worth clients: 56
Custody, client assets: $6.4M
SEC number: 801-110818
CRD: 288944
Filings on the tape: 28
First filed: Jun 14, 2017
Latest filed: Mar 9, 2026
Organised: Limited Liability Company, TN
Website: musicrowwealthmanagement.com

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
James Tracy Hackney	Certified Financial Planner	NASHVILLE, TN \| Nashville, TN	6	24	2	no
CYNTHIA ROBYN DURDIN	n/a	Nashville, TN \| NASHVILLE, TN	1	22	1	no
LAURA JANE DAVIS	Certified Financial Planner\|Chartered Financial Consultant	NASHVILLE, TN \| Nashville, TN	1	21	1	no

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
BROOKS, MICHAEL, PRESTON	Member	D	yes	04/2014	Jun 14, 2017	Nov 8, 2024
CYPRESS CAPITAL, LLC	SOLE MEMBER	E	yes	05/2017	Jun 14, 2017	Nov 8, 2024
DODSON, MARK, TOMAS	Member	D	yes	04/2014	Jun 14, 2017	Nov 8, 2024
Luther, Taylor, Reigh	CHIEF COMPLIANCE OFFICER	Na	yes	11/2019	Dec 3, 2019	Nov 8, 2024

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
CYPRESS CAPITAL, LLC	n/a	Independent wealth	$426M	Y	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
Nashville	Tn	United States	3	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 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$432M	$432M	5	4	0	n/a	n/a
2024	Feb 10, 2025	$356M	$356M	6	5	0	n/a	n/a
2023	Mar 28, 2024	$324M	$324M	6	4	2	n/a	n/a
2022	Mar 30, 2023	$271M	$271M	5	2	2	n/a	n/a
2021	Mar 31, 2022	$291M	$291M	6	3	2	n/a	n/a
2020	Mar 31, 2021	$223M	$223M	6	3	2	n/a	n/a
2019	Mar 30, 2020	$186M	$186M	5	3	2	n/a	n/a
2018	Mar 21, 2019	$142M	$142M	10	6	2	n/a	n/a
2017	Mar 15, 2018	$103M	$103M	5	2	1	n/a	n/a

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
0	1	-1	33.3%	0	0	0	1	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	$432M	$356M	21.3%	$271M	16.8%	5	6	0	0

Relationships

Affiliated with (3)

← CYPRESS CAPITAL, LLCRegistered adviserother investment adviser, control
factForm ADV
→ CYPRESS CAPITAL, LLCRegistered adviserother investment adviser, control
factForm ADV
← HAYS ADVISORY, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (5)

← LAURA JANE DAVISAdvisorregistration: current employment
Mar 26, 2025 to presentfactForm ADV
← CYNTHIA ROBYN DURDINAdvisorregistration: current employment
Jan 14, 2025 to presentfactForm ADV
← James Tracy HackneyAdvisorregistration: current employment
Jan 22, 2020 to presentfactForm ADV
← Brayden Thomas OswaldAdvisorregistration: previous registration
Oct 26, 2022 to Feb 18, 2026factForm ADV
← JOSEPH PATRICK PESSETTOAdvisorregistration: previous registration
Sep 18, 2018 to Jan 3, 2025factForm ADV

Controls (4)

← CYPRESS CAPITAL, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Jun 14, 2017 to Nov 8, 2024factForm ADV
← DODSON, MARK, TOMASOwnerMEMBER, ownership code D, individual
Jun 14, 2017 to Nov 8, 2024factForm ADV
← BROOKS, MICHAEL, PRESTONOwnerMEMBER, ownership code D, individual
Jun 14, 2017 to Nov 8, 2024factForm ADV
← Luther, Taylor, ReighOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 3, 2019 to Nov 8, 2024factForm ADV

Dated events

Occurred
Feb 18, 2026
Advisor changed firm
Brayden Thomas Oswald left Music Row Wealth Management for Mrwm Capital Management, Llc (registered 2025-08-21)
Form ADVobserved 5 days ago
Occurred
Jan 3, 2025
Advisor changed firm
Joseph Patrick Pessetto left Music Row Wealth Management for Cypress Capital, Llc (registered 2025-01-07)
Form ADVobserved 5 days ago
Occurred
Dec 3, 2019
Control person left
Alan Keith Hays (Member) no longer on Schedule A of Music Row Wealth Management (listed 2019-05-15, absent 2019-12-03)
Form ADVobserved 5 days ago
Occurred
Dec 3, 2019
Control person left
David Jeffrey Hays (Member) no longer on Schedule A of Music Row Wealth Management (listed 2019-05-15, absent 2019-12-03)
Form ADVobserved 5 days ago
Occurred
Dec 3, 2019
Control person left
Lynn Wendy Vasquez (Chief Compliance Officer) no longer on Schedule A of Music Row Wealth Management (listed 2019-05-15, absent 2019-12-03)
Form ADVobserved 5 days ago
Occurred
Dec 3, 2019
Control person joined
Reigh Taylor Luther (Chief Compliance Officer) appeared on Schedule A of Music Row Wealth Management
Form ADVobserved 5 days ago
Occurred
Jun 14, 2017
First Form ADV filing
Cypress Capital Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a664d767-62e9-29ee-c7c6-2db6c6e22979
First observed: Jun 14, 2017
Last observed: Mar 9, 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.

MUSIC ROW WEALTH MANAGEMENT

MRWM ADVISORS, LLC, CRD 288944

NASHVILLE, TN

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:a664d767-62e9-29ee-c7c6-2db6c6e22979

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:54 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

James Tracy Hackney

Certified Financial Planner

NASHVILLE, TN | Nashville, TN

CYNTHIA ROBYN DURDIN

n/a

Nashville, TN | NASHVILLE, TN

LAURA JANE DAVIS

Certified Financial Planner|Chartered Financial Consultant

NASHVILLE, TN | Nashville, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROOKS, MICHAEL, PRESTON

Member

yes

04/2014

Jun 14, 2017

Nov 8, 2024

CYPRESS CAPITAL, LLC

SOLE MEMBER

yes

05/2017

Jun 14, 2017

Nov 8, 2024

DODSON, MARK, TOMAS

Member

yes

04/2014

Jun 14, 2017

Nov 8, 2024

Luther, Taylor, Reigh

CHIEF COMPLIANCE OFFICER

yes

11/2019

Dec 3, 2019

Nov 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CYPRESS CAPITAL, LLC

n/a

Independent wealth

$426M

n/a

City

State

Country

Employees

Also broker-dealer

Nashville

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$432M

n/a

2024

Feb 10, 2025

$356M

n/a

2023

Mar 28, 2024

$324M

n/a

2022

Mar 30, 2023

$271M

n/a

2021

Mar 31, 2022

$291M

n/a

2020

Mar 31, 2021

$223M

n/a

2019

Mar 30, 2020

$186M

n/a

2018

Mar 21, 2019

$142M

n/a

2017

Mar 15, 2018

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$432M

$356M

21.3%

$271M

16.8%