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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$224MItem 5.F on the latest filing (2026-04-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$188M

Private client RAUM

$224MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$112Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

37

High net worth clients

20

Custody, client assets

$25.6M

SEC number

801-78614

CRD

168564

Filings on the tape

24

First filed

Sep 19, 2013

Latest filed

Apr 17, 2026

Organised

Limited Liability Company, NY

Website

iadvisepartners.com

• Occurred

  Sep 19, 2013
  First Form ADV filing

  Iadvise Partners filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b9bfc8b8-fea9-935a-0749-5c2a08a90770

First observed

Sep 19, 2013

Last observed

Apr 17, 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.