DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

M•••• W••••• P•••••••

M•••• W••••• P•••••••, LLC, CRD 325684

SAN MATEO, CA

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Search this name across graphsid dfx:ria:cdcbcbfd-fc60-1bcb-5e51-2a5d9593868e

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Mar 9, 2026 to Mar 9, 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: $31.2M••• Locked
Discretionary RAUM: $30.4M
Private client RAUM: $31.2Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M••• M••• M•	Certified Financial Planner	SAN MATEO, CA	3	28	6	no

Relationships

Registered with (1)

← M••• M••• M•Advisorregistration: current employment
Jun 29, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cdcbcbfd-fc60-1bcb-5e51-2a5d9593868e
First observed: Mar 9, 2026
Last observed: Mar 9, 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.