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=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.6BItem 5.F on the latest filing (2026-06-15); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.6B

Private client RAUM

$1.6BderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$268Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

11

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,109

Individual clients

126

High net worth clients

136

Custody, client assets

$52.8M

SEC number

801-96195

CRD

175104

Filings on the tape

31

First filed

Apr 20, 2015

Latest filed

Jun 15, 2026

Organised

Corporation, KY

• Occurred

  Mar 30, 2026
  Regulatory AUM changed

  The Gleason Group, Inc. reported RAUM $1.6B, up 65% from $973.9M (2025-03-12 to 2026-03-30)

  Form ADVobserved 4 days ago
  $635M
• Occurred

  Mar 11, 2024
  Regulatory AUM changed

  The Gleason Group, Inc. reported RAUM $785.4M, up 28% from $615.8M (2023-09-08 to 2024-03-11)

  Form ADVobserved 4 days ago
  $170M
• Occurred

  Mar 30, 2022
  Advisor changed firm

  Thomas Teal left The Gleason Group, Inc. for Centerline Wealth Advisors, Llc (registered 2022-07-21)

  Form ADVobserved 4 days ago
• Occurred

  Mar 16, 2022
  Regulatory AUM changed

  The Gleason Group, Inc. reported RAUM $797.2M, up 63% from $489.3M (2021-03-29 to 2022-03-16)

  Form ADVobserved 4 days ago
  $308M
• Occurred

  Mar 29, 2021
  Regulatory AUM changed

  The Gleason Group, Inc. reported RAUM $489.3M, up 36% from $359.7M (2020-07-24 to 2021-03-29)

  Form ADVobserved 4 days ago
  $130M
• Occurred

  Apr 20, 2015
  First Form ADV filing

  Adsworth Wealth Management, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e9223549-34e0-e744-0944-949b4f3e60b8

First observed

Apr 20, 2015

Last observed

Jun 15, 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.