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= related_bank= bd_reps=0.0

Regulatory AUM

$142MItem 5.F on the latest filing (2026-09-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$142M

Private client RAUM

$142MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$142Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Offices

1Schedule D 1.F, beyond the principal office

Accounts

202

Individual clients

4

High net worth clients

41

SEC number

801-135763

CRD

312539

Filings on the tape

3

First filed

Apr 24, 2026

Latest filed

Sep 11, 2026

Organised

Limited Liability Company, CA

Website

thinkdifferentfp.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fbf72faa-58c2-13c4-3161-80dc936c1e61

First observed

Apr 24, 2026

Last observed

Sep 11, 2026 9 days 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.