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.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=4.0

Regulatory AUM

$721MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$711MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$180Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

4

Offices

2Schedule D 1.F, beyond the principal office

Accounts

2,309

Individual clients

490

High net worth clients

328

SEC number

801-112829

CRD

292353

Filings on the tape

37

First filed

Mar 13, 2018

Latest filed

Mar 31, 2026

Organised

Corporation, FL

• Occurred

  Mar 7, 2024
  Control person left

  Howard Materetsky (Principal) no longer on Schedule A of Materetsky Financial Group (listed 2023-12-20, absent 2024-03-07)

  Form ADVobserved 6 days ago
• Occurred

  Mar 13, 2018
  First Form ADV filing

  Materetsky Financial Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b8b5c3bb-8561-825f-871e-1b82fe61a7b9

First observed

Mar 13, 2018

Last observed

Mar 31, 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.