DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

L••• P••••••• A••••••• L••

CRD 151292

BIGFORK, MT

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Search this name across graphsid dfx:ria:c5317657-f1b3-0a9a-330d-06ea7005e7fb

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
On other graphs: 0
Observed: Jun 23, 2012 to Mar 25, 2026
13 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=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $169M••• Locked
Discretionary RAUM: $0
Private client RAUM: $168Mderived••• Locked
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $33.8Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C•••••••• D•••• P••••	n/a	BIGFORK, MT \| Maricopa, AZ	8	25	3	no
T•••••• T••• V•• H•••••	n/a	Phoenix, AZ \| LAWRENCE, KS	4	32

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
G••••••• J••••••• B••••	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	yes	07/2009	Jun 23, 2012	Sep 6, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Bigfork	Mt	United States	2	no
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	Mar 25, 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	1

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	$169M	$154M	9.9%	$107M	16.6%	4	4	3	3

Relationships

Registered with (6)

← T••• A•••• T••••••Advisorregistration: previous registration
Nov 18, 2013 to Dec 31, 2018factForm ADV
← J•••••• B•••• G••••••Advisorregistration: previous registration
Aug 24, 2009 to Dec 31, 2018factForm ADV
← M••• A•••• B•••••Advisorregistration: current employment
Aug 21, 2024 to presentfactForm ADV
← T•••••• T••• V•• H•••••

Dated events

Occurred
Sep 6, 2024
Succession filed (Item 4)
Sierra Wealth Group, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 7 days ago
Occurred
Sep 6, 2024
Control person left
Allyn Todd Tessler (Managing Member) no longer on Schedule A of L••• P••••••• A••••••• L•• (listed 2024-04-18, absent 2024-09-06)
Form ADVobserved 7 days ago
Occurred
Apr 18, 2024
Advisor changed firm
Mao Chang Wang left L••• P••••••• A••••••• L•• for Sequent Planning, Llc (registered 2024-07-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c5317657-f1b3-0a9a-330d-06ea7005e7fb
First observed: Jun 23, 2012
Last observed: Mar 25, 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.