DFX Intelligence

B•••••••• P•••••• W•••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

B•••••••• P•••••• W•••••

J.M. B•••••••• & COMPANY, LLC, CRD 323195

LOCUST VALLEY, NY

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Search this name across graphsid dfx:ria:c10c0381-45bd-e3ca-1fd9-b34fa729d608

Data as of Feb 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2022 to Feb 28, 2026
14 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: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $78.5M••• Locked
Discretionary RAUM: $78.5M
Private client RAUM: $76.5Mderived••• Locked
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $26.2Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••• M•••••• B••••••••	n/a	LOCUST VALLEY, NY	3	34	1	no
R••••• W•••••• B••••••••	n/a	LOCUST VALLEY, NY \| Las Vegas, NV	3	44

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• J••••• M••••••	CHIEF COMPLIANCE OFFICER	Na	yes	11/2022	Aug 29, 2022	Apr 1, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 28, 2026

Advisor flows

••• Locked

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	1	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$78.5M	$121M	-35.4%	$114M	-11.7%	5	5	2	2

Relationships

Registered with (3)

← JOSEPH M B••••••••Advisorregistration: current employment
Nov 3, 2023 to presentfactForm ADV
← R••••• W•••••• B••••••••Advisorregistration: current employment
Aug 9, 2023 to presentfactForm ADV
← J•••• M•••••• B••••••••Advisorregistration: current employment
Oct 18, 2022 to presentfactForm ADV

Controls (1)

Dated events

Occurred
Aug 29, 2022
First Form ADV filing
Alv Investor Solutions, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c10c0381-45bd-e3ca-1fd9-b34fa729d608
First observed: Aug 29, 2022
Last observed: Feb 28, 2026 6 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.