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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

A••••••• C•••••• M•••••••••

CRD 315111

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:c937a279-0660-efc7-5d98-05f5a2561795

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 4, 2026 to Sep 4, 2026
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $37.8M••• Locked
Discretionary RAUM: $37.8M
Private client RAUM: $22.7Mderived••• Locked
Private client share: 60%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
G•••••••• A•••••••	n/a	SAN FRANCISCO, CA	4	11	n/a	no
R•••••• A••••• N•••••	n/a	SAN FRANCISCO, CA	3	25

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	1	-1	n/a	0	1	0	0	1

Relationships

Registered with (3)

← R•••••• A••••• N•••••Advisorregistration: current employment
Sep 4, 2023 to presentfactForm ADV
← G•••••••• A•••••••Advisorregistration: current employment
Jul 12, 2022 to presentfactForm ADV
← JUSTIN WILLIAM JACK WOLLMANAdvisorregistration: previous registration
Aug 19, 2021 to Sep 3, 2026factForm ADV

Dated events

Occurred
Sep 3, 2026
Advisor changed firm
Justin William Jack Wollman left A••••••• C•••••• M••••••••• for Composed Capital Llc (registered 2026-05-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c937a279-0660-efc7-5d98-05f5a2561795
First observed: Sep 4, 2026
Last observed: Sep 4, 2026 18 days 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.