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

$811MItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$811M

Private client RAUM

$811MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$162Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

105

High net worth clients

104

Custody, client assets

$307M

SEC number

801-67608

CIK

1707856

CRD

114465

Filings on the tape

22

First filed

Mar 29, 2012

Latest filed

Jul 16, 2026

Organised

Limited Liability Company, TX

Website

ftwllc.com

• Occurred

  Sep 16, 2025
  Advisor changed firm

  Sheldon J Black left Franklin, Parlapiano, Turner & Welch Llc for Mariner (registered 2025-09-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ef668116-f3a6-df14-fb53-e470355fe73c

First observed

Mar 29, 2012

Last observed

Jul 16, 2026 2 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.