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.

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

$111MItem 5.F on the latest filing (2026-08-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$111M

Private client RAUM

$111MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$36.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

3

Offices

2Schedule D 1.F, beyond the principal office

Accounts

520

Individual clients

137

High net worth clients

31

Custody, client assets

$0

SEC number

801-136416

CRD

284438

Filings on the tape

2

First filed

Jul 13, 2026

Latest filed

Aug 17, 2026

Organised

Limited Liability Company, FL

• Occurred

  Aug 31, 2026
  Advisor changed firm

  Derrick Kyle Hobbs left Advanced Wealth Management for Neil Jesani Wealth Management (registered 2026-08-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cbc1c84e-1fd4-c5c1-42b8-05f4f98af963

First observed

Jul 13, 2026

Last observed

Aug 17, 2026 35 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.