DFX Intelligence

Data Factory

P••••• M•••• R••• E••••• I••••••••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

P••••• M•••• R••• E••••• I••••••••• A•••••••

P••••• M•••• R••• E••••• I••••••••• A•••••••, LLC, CRD 323718

SOUTHFIELD, MI

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:ac377d18-5e19-9de1-95d6-21e057242ff5

Data as of Sep 25, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 5
On other graphs: 0
Observed: Jan 12, 2023 to Sep 25, 2025
9 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0
Regulatory AUM: $243MItem 5.F on the latest filing (2025-09-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
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
Z•••••• M•••••• O•••	n/a	Denver, CO	3	11	n/a	no
A•••• R•••••• W•••••••	Certified Financial Planner	Chicago, IL	3	9

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
D••••• D••••• T••••••	CHIEF COMPLIANCE OFFICER	Na	yes	10/2022	Jan 12, 2023	Sep 26, 2024
G•••••• D•••••• R••••••	BOARD M•••••	Na	yes	06/2017	Jan 12, 2023

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
P••••• M•••• F•••••••• A•••••••• L••	n/a	Independent wealth	$25B	N	yes	n/a
P• • M• C•••••••• F••••••• L••	n/a	n/a	n/a	N

Offices

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

City	State	Country	Employees	Also broker-dealer
Denver	Co	United States	1	no
Chicago	IL	United States	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

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
0	0	0	0.0%	0	0	0	0	1

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
2024	$243M	$308M	-21.1%	n/a	n/a	17	28	2	2

Relationships

Affiliated with (2)

← P••••• M•••• F•••••••• A•••••••Registered adviserother investment adviser, common control
factForm ADV
→ P••••• M•••• F•••••••• A•••••••Registered adviserother investment adviser, common control
factForm ADV

Registered with (6)

← Z•••••• G•••• B••••Advisorregistration: current employment
Apr 15, 2025 to presentfactForm ADV
← N••••••• F•••• G•••••

Dated events

Occurred
Sep 26, 2024
Control person left
W•••••• Bradley Virkus (Board Member) no longer on Schedule A of P••••• M•••• R••• E••••• I••••••••• A••••••• (listed 2024-07-18, absent 2024-09-26)
Form ADVobserved 7 days ago
Occurred
Jul 18, 2024
Control person joined
M•••••• Z•••••• O••• (President, Board Member) appeared on Schedule A of P••••• M•••• R••• E••••• I••••••••• A•••••••
Form ADVobserved 7 days ago
Occurred
Jul 18, 2024
Control person left
Joseph Martin West (President, Board Member) no longer on Schedule A of P••••• M•••• R••• E••••• I••••••••• A••••••• (listed 2023-09-27, absent 2024-07-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac377d18-5e19-9de1-95d6-21e057242ff5
First observed: Jan 12, 2023
Last observed: Sep 25, 2025 12 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.