DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

M•••••••• W••••• M•••••••••

M•••••••• W••••• M•••••••••, LLC, CRD 328581

GILBERT, AZ

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Search this name across graphsid dfx:ria:a6fddd93-f9fa-caed-691b-441f1648c37b

Data as of May 1, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
On other graphs: 0
Observed: May 1, 2025 to May 1, 2025
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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $108M••• Locked
Discretionary RAUM: $108M
Private client RAUM: $108Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2

Relationships

Registered with (1)

← Joshua ManwaringAdvisorregistration: previous registration
Jan 1, 2024 to Aug 26, 2025factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 26, 2025
Advisor changed firm
Joshua Manwaring left M•••••••• W••••• M••••••••• for Wealth Enhancement Advisory Services, Llc (registered 2025-08-01)
Form ADVobserved 7 days ago

Show 1 bookkeeping events

Occurred
Dec 20, 2025
M•••••••• W••••• M••••••••• no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $108.0M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a6fddd93-f9fa-caed-691b-441f1648c37b
First observed: May 1, 2025
Last observed: May 1, 2025 16 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.