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

mixed wealth managerderivedprivate_client_share=0.21 fund_share=0.79 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$51.3MItem 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

$47.9M

Private client RAUM

$10.8MderivedItem 5.D individuals plus high net worth individuals

Private client share

21%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

3

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

4

Private funds

3Schedule D 7.B(1)

Custody, client assets

$47.9M

SEC number

801-137096

CRD

335852

Filings on the tape

1

First filed

Aug 17, 2026

Latest filed

Aug 17, 2026

Organised

Limited Liability Company, DE

Website

sfumato.holdings

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d17c88f9-1553-8a33-58c9-6b5b3dfd23ad

First observed

Aug 17, 2026

Last observed

Aug 17, 2026 32 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.