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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MY PORTFOLIO GUIDE, LLC

CRD 153188

SEAL BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ca83274c-b8ec-3514-72f0-e7514f66c55a

Data as of Feb 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 26, 2024 to Feb 13, 2026
3 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $201MItem 5.F on the latest filing (2026-02-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $201M
Private client RAUM: $200MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $100Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 653
Individual clients: 190
High net worth clients: 125
SEC number: 801-129775
CRD: 153188
Filings on the tape: 3
First filed: Feb 26, 2024
Latest filed: Feb 13, 2026
Organised: Limited Liability Company, CA
Website: pinterest.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
VLADIMIR MATTHEW PIXA	n/a	SEAL BEACH, CA	1	28	3	no
Jason Lee Clardy	n/a	SEAL BEACH, CA	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PIXA, VLADIMIR, MATTHEW	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	02/2010	Feb 26, 2024	Feb 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 13, 2026	$201M	$201M	2	2	0	n/a	n/a
2024	Feb 26, 2025	$142M	$142M	2	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$201M	$142M	41.1%	n/a	n/a	2	2	0	0

Relationships

Registered with (4)

← Jason Lee ClardyAdvisorregistration: current employment
Jan 5, 2026 to presentfactForm ADV
← VLADIMIR MATTHEW PIXAAdvisorregistration: previous registration
Jun 15, 2010 to Dec 31, 2018factForm ADV
← MATTHEW PORTER BARTONAdvisorregistration: previous registration
Sep 30, 2019 to Nov 1, 2022factForm ADV
← MATTHEW ROBERT BLAKEAdvisorregistration: previous registration
Oct 25, 2012 to Mar 2, 2017factForm ADV

Controls (1)

← PIXA, VLADIMIR, MATTHEWOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 26, 2024 to Feb 26, 2024factForm ADV

Dated events

Occurred
Feb 26, 2024
First Form ADV filing
My Portfolio Guide, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago
Occurred
Nov 1, 2022
Advisor changed firm
Matthew Porter Barton left My Portfolio Guide, Llc for Farther (registered 2022-07-18)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca83274c-b8ec-3514-72f0-e7514f66c55a
First observed: Feb 26, 2024
Last observed: Feb 13, 2026 7 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.

MY PORTFOLIO GUIDE, LLC

CRD 153188

SEAL BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ca83274c-b8ec-3514-72f0-e7514f66c55a

Data as of Feb 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:39 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

VLADIMIR MATTHEW PIXA

n/a

SEAL BEACH, CA

Jason Lee Clardy

n/a

SEAL BEACH, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PIXA, VLADIMIR, MATTHEW

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

02/2010

Feb 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 13, 2026

$201M

n/a

2024

Feb 26, 2025

$142M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$201M

$142M

41.1%

n/a