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.

Current firm

POINTONE FAMILY OFFICE

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 7, 1991earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Nov 7, 1991

First registration

Feb 4, 2003

Dual registered

yes, broker-dealer

IAPD individual key

2181084

• Occurred

  Feb 11, 2026
  Advisor changed firm

  Michael Elliott Walsh left William Blair & Company L.L.C. for Pointone Family Office (registered 2026-01-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c0fe13d3-b785-10a3-2c1e-18c0f2a8953d

First observed

Feb 4, 2003

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed 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.