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=0.85 fund_share=0.0 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$111MItem 5.F on the latest filing (2026-07-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$87.8M

Private client RAUM

$94.2MderivedItem 5.D individuals plus high net worth individuals

Private client share

85%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$27.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

4

Offices

3Schedule D 1.F, beyond the principal office

Accounts

182

Individual clients

34

High net worth clients

33

Private funds

1Schedule D 7.B(1)

SEC number

801-134856

CRD

330201

Filings on the tape

4

First filed

Oct 30, 2025

Latest filed

Jul 27, 2026

Organised

Limited Liability Company, CT

• Occurred

  Mar 25, 2026
  Advisor changed firm

  Ruth Chicca left Apricity Financial, Llc for Planvision, Llc (registered 2026-08-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d168177b-b403-bb93-3639-26b31136f4d7

First observed

Oct 30, 2025

Last observed

Jul 27, 2026 56 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.