DFX Intelligence

T•• O•••••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

T•• O•••••••• G••••

CHICO WEALTH RIA, INC., CRD 162562

CHICO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dbb50903-f6b9-8378-a2d2-b57cca65d5d7

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Apr 22, 2016 to Mar 18, 2026
29 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricAdvisor Recruiting Intelligence

2 advisors left T•• O•••••••• G•••• (Chico, CA) for M•• C•••••• M••••••••• L•• on the same day

Dated 2026-08-24 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

M•• C•••••• M••••••••• L•• · destination firm

Advisor Recruiting IntelligenceAug 24, 2026 · seen 7 days ago

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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $492M••• Locked
Discretionary RAUM: $492M
Private client RAUM: $412Mderived••• Locked
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
O••••••••• R•••• T••••••	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	03/2012	Apr 22, 2016	Jan 18, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	n/a	0	2	0	0	2

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$492M	$462M	6.4%	$356M	11.4%	4	4	1	0

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
M•• C•••••• M••••••••• L••	2	Aug 24, 2026	Aug 26, 2026	CHICO, CA	Team lift out	RIA to RIA	100.0%

Relationships

Moved with (1)

→ M•• C•••••• M••••••••• L••Registered adviser2 advisors, team lift out, same day
Aug 24, 2026 to Aug 26, 2026factForm ADV

Registered with (2)

← MICHAEL THOMAS O••••••••Advisorregistration: previous registration
Jan 28, 2026 to Aug 24, 2026factForm ADV
← R••• T•••••• O••••••••Advisorregistration: previous registration
Apr 2, 2026 to Aug 24, 2026factForm ADV

Controls (1)

Dated events

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

Occurred
Aug 24, 2026
Team lift-out
2 advisors left T•• O•••••••• G•••• (Chico, CA) for M•• C•••••• M••••••••• L•• on the same day
Form ADVobserved 7 days ago
2 advisors
Occurred
Aug 24, 2026
Advisor changed firm
Ryan Timothy O'Donnell left T•• O•••••••• G•••• for M•• C•••••• M••••••••• L•• (registered 2026-08-26)
Form ADVobserved 7 days ago
Occurred
Aug 24, 2026
Advisor changed firm
Michael Thomas O'Donnell left T•• O•••••••• G•••• for M•• C•••••• M••••••••• L•• (registered 2026-08-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dbb50903-f6b9-8378-a2d2-b57cca65d5d7
First observed: Apr 22, 2016
Last observed: Mar 18, 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.