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.

Current firm

WPM WEALTH ADVISORS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 3, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Jan 3, 2002

First registration

Feb 18, 2009

Dual registered

no

Other names

MANUEL CHOY

IAPD individual key

4464917

• Occurred

  Feb 25, 2022
  Advisor changed firm

  Manuel Nmn Choy left Dcm Advisors, Llc for Wpm Wealth Advisors Llc (registered 2021-10-12)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dcb81255-bb14-84d8-1354-cf1ad8161cc5

First observed

Feb 18, 2009

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed 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.