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

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

$400MItem 5.F on the latest filing (2026-06-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$358M

Private client RAUM

$400MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$133Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

775

Individual clients

177

High net worth clients

119

Custody, client assets

$51.2M

SEC number

801-133742

CIK

2105416

CRD

335808

Filings on the tape

4

First filed

May 23, 2025

Latest filed

Jun 18, 2026

Organised

Limited Liability Company, CA

Website

ticinowealth.com

• Occurred

  Sep 29, 2025
  Team lift-out

  3 advisors left Wells Fargo Advisors (Irvine, CA) for Ticino Wealth a day apart

  Form ADVobserved 3 days ago
  3 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dd793c99-3cd6-32dd-e328-91898314be61

First observed

May 23, 2025

Last observed

Jun 18, 2026 3 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.