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

CAHILL WEALTH MANAGEMENT, LLC

CRD 134508

PORTAGE, 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:b8a152f0-9bcc-77f9-7fc8-f8c755bfe499

Data as of Feb 6, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
On other graphs: 0
Observed: Mar 1, 2012 to Feb 6, 2025
25 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: $442MItem 5.F on the latest filing (2025-02-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $442M
Private client RAUM: $442MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,064
Individual clients: 38
High net worth clients: 109
Custody, client assets: $67.5M
SEC number: 801-64009
CRD: 134508
Filings on the tape: 25
First filed: Mar 1, 2012
Latest filed: Feb 6, 2025
Organised: Limited Liability Company, MI
Website: cahillwealth.com

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
CAHILL, LISA, ANN	MANAGING MEMBER	D	yes	02/2015	Apr 25, 2019	Mar 14, 2024
CAHILL, RYAN, DEVLIN	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	03/2007	Mar 1, 2012	Mar 14, 2024

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
2024	Feb 6, 2025	$442M	$442M	4	2	0	n/a	n/a
2023	Mar 14, 2024	$378M	$378M	4	2	0	n/a	n/a
2022	Mar 17, 2023	$321M	$321M	4	2	0	n/a	n/a
2021	Feb 11, 2022	$330M	$330M	4	2	0	n/a	n/a
2020	Mar 8, 2021	$293M	$293M	3	2	0	n/a	n/a
2019	Mar 10, 2020	$258M	$258M	3	2	0	n/a	n/a
2018	Mar 7, 2019	$230M	$230M	3	2	0	n/a	n/a
2017	Feb 28, 2018	$222M	$222M	3	2	0	n/a	n/a
2016	Mar 1, 2017	$184M	$184M	3	2	n/a	n/a	n/a
2015	Feb 23, 2016	$155M	$155M	3	1	n/a	n/a	n/a
2014	Mar 10, 2015	$152M	$152M	4	1	n/a	n/a	n/a
2013	Feb 13, 2014	$137M	$137M	4	1	n/a	n/a	n/a
2012	Feb 21, 2013	$123M	$123M	2	1	n/a	n/a	n/a
2011	Mar 1, 2012	$110M	$110M	n/a	n/a	n/a	n/a	n/a

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	$442M	$378M	16.9%	$330M	10.3%	4	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EDELMAN FINANCIAL ENGINES	2	May 1, 2025	Apr 25, 2025	PORTAGE, MI	Team lift out	RIA to RIA	100.0%

Relationships

Registered with (2)

← RYAN DEVLIN CAHILLAdvisorregistration: previous registration
May 3, 2010 to May 1, 2025factForm ADV
← VERONICA ANN DARLINGTONAdvisorregistration: previous registration
Sep 19, 2016 to May 1, 2025factForm ADV

Moved with (1)

→ EDELMAN FINANCIAL ENGINESRegistered adviser2 advisors, team lift out, same day
May 1, 2025 to Apr 25, 2025factForm ADV

Controls (2)

← CAHILL, RYAN, DEVLINOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 1, 2012 to Mar 14, 2024factForm ADV
← CAHILL, LISA, ANNOwnerMANAGING MEMBER, ownership code D, individual
Apr 25, 2019 to Mar 14, 2024factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Cahill Wealth Management, Llc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $442.1M)
Form ADVobserved 6 days ago
$442M
Occurred
May 1, 2025
Team lift-out
2 advisors left Cahill Wealth Management, LLC (Portage, MI) for Edelman Financial Engines on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
May 1, 2025
Advisor changed firm
Ryan Devlin Cahill left Cahill Wealth Management, Llc for Edelman Financial Engines (registered 2025-04-25)
Form ADVobserved 6 days ago
Occurred
May 1, 2025
Advisor changed firm
Veronica Ann Darlington left Cahill Wealth Management, Llc for Edelman Financial Engines (registered 2025-04-25)
Form ADVobserved 6 days ago
Occurred
Apr 25, 2019
Control person joined
Ann Lisa Cahill (Managing Member) appeared on Schedule A of Cahill Wealth Management, Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b8a152f0-9bcc-77f9-7fc8-f8c755bfe499
First observed: Mar 1, 2012
Last observed: Feb 6, 2025 19 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.

CAHILL WEALTH MANAGEMENT, LLC

CRD 134508

PORTAGE, 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:b8a152f0-9bcc-77f9-7fc8-f8c755bfe499

Data as of Feb 6, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAHILL, LISA, ANN

MANAGING MEMBER

yes

02/2015

Apr 25, 2019

Mar 14, 2024

CAHILL, RYAN, DEVLIN

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

03/2007

Mar 1, 2012

Mar 14, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 6, 2025

$442M

n/a

2023

Mar 14, 2024

$378M

n/a

2022

Mar 17, 2023

$321M

n/a

2021

Feb 11, 2022

$330M

n/a

2020

Mar 8, 2021

$293M

n/a

2019

Mar 10, 2020

$258M

n/a

2018

Mar 7, 2019

$230M

n/a

2017

Feb 28, 2018

$222M

n/a

2016

Mar 1, 2017

$184M

n/a

2015

Feb 23, 2016

$155M

n/a

2014

Mar 10, 2015

$152M

n/a

2013

Feb 13, 2014

$137M

n/a

2012

Feb 21, 2013

$123M

n/a

2011

Mar 1, 2012

$110M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$442M

$378M

16.9%

$330M

10.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EDELMAN FINANCIAL ENGINES

May 1, 2025

Apr 25, 2025

PORTAGE, MI

Team lift out

RIA to RIA

100.0%