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C•••••• A• W••••• M•••••••••, LLC, CRD 328863
CRANBERRY TWP., PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| D•••• A••••• D••••••• | n/a | CRANBERRY TWP., PA | NEW CASTLE, PA | 2 | 38 | 1 | yes |
| D•••• A••••• D••••••• | n/a | CRANBERRY TWP., PA | Cranberry Township, PA | 2 | 11 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| D•••••••• B••••••• M•••••• | MANAGING MEMBER | A | yes | 09/2023 | Oct 20, 2023 | Oct 11, 2024 |
| D•••••••• D••••• A••••• | MANAGING MEMBER | D | yes | 09/2023 | Oct 20, 2023 | Oct 11, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Canfield | Oh | United States | 4 | yes |
| CRANBERRY TWP. | Pa | United States | 2 | yes |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 24, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 9 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $613M | $412M | 48.6% | n/a | n/a | 21 | 19 | 4 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| A• W••••• M••••••••• L•• | 6 | Mar 27, 2024 | Nov 22, 2023 | CRANBERRY TOWNSHIP, PA | Team lift out | Ibd to RIA | 1.4% |
| yes |
| B•••••• M•••••• D••••••• | n/a | Cranberry Township, PA | CRANBERRY TWP., PA | 2 | 11 | 1 | no |
| J••• N•••••• | n/a | CRANBERRY TWP., PA | GLENDALE, AZ | 2 | 24 | 3 | no |
| P•••••• M•••• D•••••••• | n/a | Cranberry Township, PA | CRANBERRY TWP., PA | 2 | 11 | 1 | no |
| L•••••• M•••• F••••••• | n/a | Cranberry Township, PA | CRANBERRY TWP., PA | 2 | 20 | 1 | no |
| P••• J••• K••••• | Certified Financial Planner | CRANBERRY TWP., PA | CANFIELD, OH | 2 | 40 | 2 | yes |
| N••••••• J••••• F••••• | n/a | CANFIELD, OH | CRANBERRY TWP., PA | 2 | 11 | 2 | yes |
| B•••• N•••••• | n/a | Cranberry Township, PA | CRANBERRY TWP., PA | 1 | 12 | n/a | no |
| M••••••• Z••• S••••••••• | Certified Financial Planner | CRANBERRY TWP., PA | 0 | 14 | 1 | yes |
| J•••• A•••••• N•••••• | n/a | CRANBERRY TWP., PA | 0 | 11 | n/a | no |
| J••••• M•••••• M••••• | n/a | CRANBERRY TWP., PA | 0 | 10 | n/a | no |
| MANAGING MEMBER |
| A |
| yes |
| 09/2023 |
| Oct 20, 2023 |
| Oct 11, 2024 |
| P•••••••• J•••••• F•••••••• | MANAGING MEMBER | A | yes | 09/2023 | Oct 20, 2023 | Oct 11, 2024 |
| R•••••••• M••••••• D•••• | MANAGING MEMBER, CCO | A | yes | 09/2023 | Oct 20, 2023 | Oct 11, 2024 |
| $613M |
| $613M |
| 21 |
| 11 |
| 4 |
| n/a |
| n/a |
| 2024 | Feb 24, 2025 | $412M | $412M | 19 | 9 | 3 | n/a | n/a |
| 2023 | Feb 21, 2024 | $149M | $149M | 17 | 8 | 3 | n/a | n/a |