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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

M•• W••••• A•••••••• L••

CRD 171984

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:d5790f45-bb83-0e8a-0540-a01525217b21

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 12
On other graphs: 0
Observed: Jun 16, 2014 to Aug 6, 2026
47 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: $605MItem 5.F on the latest filing (2026-08-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $602M
Private client RAUM: $604MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor

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
C••••••••• S••• M••••••	Chartered Financial Consultant	PITTSBURGH, PA	11	34	1	no
M•••• M•••• P•••••••	n/a	PITTSBURGH, PA	11	18

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
M••••••• C••••••••• S•••	MANAGING MEMBER; CHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER	E	yes	10/2014	Oct 3, 2014	Dec 9, 2024
P•••••••• M••••• M••••	CHIEF OPERATING OFFICER	Na	yes	10/2014	Oct 3, 2014

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M•••••• T••••••••• L••	n/a	Independent wealth	$103M	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
FLEMING ISLAND	FL	United States	1	no
n/a	n/a	n/a	1	no

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; showing 12 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

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
0	1	-1	12.5%	0	0	0	0	4

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	$605M	$529M	14.4%	$379M	16.9%	13	11	0	1

Relationships

Affiliated with (2)

→ M•••••• T••••••••• L••Registered adviserother investment adviser, control, common control
factForm ADV
← M•••••• T••••••••• L••Registered adviserother investment adviser, control, common control
factForm ADV

Registered with (17)

← S•••• J••••• D•••••Advisorregistration: current employment
Jul 17, 2026 to presentfactForm ADV
← J••• H• M••••••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 10, 2025
Advisor changed firm
Gregory Joseph Bronson left M•• W••••• A•••••••• L•• for M•••••• T••••••••• L•• (registered 2023-01-03)
Form ADVobserved 7 days ago
Occurred
May 30, 2025
Advisor changed firm
Charles Lee Davis left M•• W••••• A•••••••• L•• for M•••••• T••••••••• L•• (registered 2022-09-08)
Form ADVobserved 7 days ago
Occurred
Apr 17, 2025
Advisor changed firm
Jay Andrew Funyak left M•• W••••• A•••••••• L•• for M•••••• T••••••••• L•• (registered 2024-06-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5790f45-bb83-0e8a-0540-a01525217b21
First observed: Jun 16, 2014
Last observed: Aug 6, 2026 47 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.