DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

P• A•••• M•••••••••

P• A•••• M•••••••••, LLC, CRD 327327

GIG HARBOR, WA

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Search this name across graphsid dfx:ria:c1fad843-78d6-2657-137a-3e99b6871193

Data as of May 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Jun 27, 2023 to May 29, 2026
12 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $40.3M••• Locked
Discretionary RAUM: $40.3M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D•• V••••••• L••	Owner	D	yes	09/2016	Jun 27, 2023	Mar 27, 2024
D•• V••••••• L••	Owner	B	yes	12/2023	Jun 27, 2023	Mar 27, 2024
F•••••••• R•••• C•••••••••

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	6	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

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	$40.3M	$0	n/a	n/a	n/a	3	5	1	1

Relationships

Affiliated with (1)

← F•••••••• A••••••• G•••• L•••••Registered adviserother investment adviser, common control
factForm ADV

Controls (7)

← S••••• E•••••• D•••••OwnerCO-MANAGER, ownership code B, individual
Jan 2, 2024 to Mar 27, 2024factForm ADV
← J••••••• C••••• D••••••OwnerOWNER, ownership code E, individual
Jun 27, 2023 to Mar 27, 2024factForm ADV
← R••••••• R••••• R•••OwnerPRESIDENT AND CO-MANAGER, ownership code D, individual

Dated events

Occurred
Jan 2, 2024
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 27, 2023
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c1fad843-78d6-2657-137a-3e99b6871193
First observed: Jun 27, 2023
Last observed: May 29, 2026 3 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.