Family office profile

M••••• W••••• G••••

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Cottonwood Heights, UTCandidateidentity confidence 30%s•••••••••.com

Why this class: 13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company.

Not yet hand-verified
Last observed Sep 14, 2026 · 33 observations · 4 sources
2 people · 0 investments · 91 public positions · 12 events
This entity is a candidate. One public signal put it on the graph (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company); it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
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Profile completeness 34% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
••• Locked
Headquarters
Cottonwood Heights, UT
Office address
unknown
Business phone
unknown
Website
s•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $205M. These are different facts and are never added together.
Form 13F
$205M across 87 positions, quarter ended Jun 30, 2025. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
Family and wealth origin
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Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
2 peopleshow
PersonTitleResponsibilityBusiness contactSource
P••• M••••••Compliance ConsultantOperations and finance
phone: 248-830-3715 (published by the subject, Apr 6, 2026)
sec.gov Fact
A••• S••••AgentOther
phone: 844-844-3453 (published by the subject, May 1, 2026)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
W••••••: s•••••••••.com (published by the subject) s•••••••••.com
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$205M Inference
13F table value, quarter ended 2025-06-30; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 87 for the quarter ended Jun 30, 2025; $177M shown of $205M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
V••••••• I•••• F••TOTAL STK MKT$23.1M76,11311.3%
D••••••••• E•• T••••US LARGE CAP VAL$9.6M309,2504.7%
D••••••••• E•• T••••US CORE EQT MKT$9.5M223,9654.6%
V••••••• S••• F••VG TL I••• STK F$9.5M137,2094.6%
V••••••• W••••••••• F•US MINIMUM$9.3M72,4044.5%
J• P• M••••• E••••••• T••••• F•MUNICIPAL ETF$7.2M144,9163.5%
V••••••• I•••• F••GROWTH ETF$7.0M15,8603.4%
P•••• E•• T•INV GRD CRP BD$6.1M62,6963.0%
D••••••••• E•• T••••EMGR CRE EQT MNG$5.0M173,9042.5%
S••••• S•••••••• T•US DIVIDEND EQ$5.0M188,1182.4%
S••••• S•••••••• T•INTERNL DIVID$5.0M181,6862.4%
J• P• M••••• E••••••• T••••• F•ACTIVE BOND ETF$4.8M89,9542.3%
J• P• M••••• E••••••• T••••• F•INCOME ETF$4.7M101,5672.3%
P•••• E•• T•INTER MUN BD ACT$4.6M89,0652.2%
D••••••••• E•• T••••I••• HIGH PROFIT$4.4M149,7822.2%
V••••••• I••• E••••• I•••• F•FTSE EMR MKT ETF$4.1M82,6382.0%
D••••••••• E•• T••••I••• CORE EQT MK$4.0M116,4782.0%
D••••••••• E•• T••••I••• SMALL CAP E$4.0M134,0561.9%
I•••••• T•FALN ANGLS USD$3.6M132,4041.8%
D••••••••• E•• T••••INTERNATNAL VAL$3.5M81,9441.7%
D••••••••• E•• T••••US MKTWIDE VALUE$3.1M72,2971.5%
D••••••••• E•• T••••US SUSTAINABILTY$2.9M74,7471.4%
V••••••• I•••• F••VALUE ETF$2.9M16,4991.4%
V••••••• W•••••••• F••HIGH DIV YLD$2.9M21,5091.4%
D••••••••• E•• T••••US SMALL CAP VAL$2.8M96,7891.4%
V••••••• W•••• F•ESG US STK ETF$2.5M23,2341.2%
F•••• T• E••• T••••• F• I••MUNI HI INCM ETF$2.5M54,3881.2%
I•••••• T•MSCI EAFE MIN VL$2.5M29,8011.2%
V••••••• W•••• F•ESG I••• STK ETF$2.5M38,2391.2%
D••••••••• E•• T••••INTERNATIONAL$2.3M58,8361.1%
V••••••• W•••••••• F••I••• HIGH ETF$2.2M27,9011.1%
V••••••• I•••• F••S&P 500 ETF SHS$1.9M3,3690.9%
S•••• Y•• B•••••• I••COM$1.8M23,1790.9%
D••••••••• E•• T••••NATL MUN BD ETF$1.8M37,7260.9%
V••••••• S••••••••• F••••DIV APP ETF$1.7M8,0760.8%
V••••••• I•••• F••SML CP GRW ETF$1.5M5,5670.8%
M•••••••• C•••COM$1.5M3,0080.7%
J• P• M••••• E••••••• T••••• F•ULTRA SHRT ETF$1.4M28,3740.7%
I•••••• T•ESG AWARE MSCI$1.2M30,0650.6%
A•••• I••COM$1.1M5,4440.5%
Changes between the last two quarters
  • Jun 30, 2025 M••••• W••••• G•••• increased J• P• M••••• E••••••• T••••• F• 79,084 -> 101,567 shares ($3,643,400 -> $4,704,583) sec.gov
  • Jun 30, 2025 M••••• W••••• G•••• increased V••••••• I•••• F•• 9,626 -> 15,860 shares ($3,569,586 -> $6,953,110) sec.gov
  • Jun 30, 2025 M••••• W••••• G•••• increased F•••• T• E••• T••••• F• I•• 41,472 -> 54,388 shares ($1,982,573 -> $2,539,920) sec.gov
  • Mar 31, 2025 M••••• W••••• G•••• increased P•••• E•• T• 67,449 -> 88,826 shares ($3,489,137 -> $4,578,980) sec.gov
  • Mar 31, 2025 M••••• W••••• G•••• increased D••••••••• E•• T•••• 46,898 -> 68,135 shares ($1,540,599 -> $2,377,230) sec.gov
  • Mar 31, 2025 M••••• W••••• G•••• increased V••••••• I•••• F•• 7,276 -> 9,626 shares ($2,986,361 -> $3,569,586) sec.gov
  • Mar 31, 2025 M••••• W••••• G•••• increased D••••••••• E•• T•••• 51,620 -> 78,118 shares ($1,956,398 -> $2,797,406) sec.gov
  • Mar 31, 2025 M••••• W••••• G•••• increased I•••••• T• 19,047 -> 25,960 shares ($1,346,813 -> $2,022,803) sec.gov
Real estate
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No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
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No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Sep 12, 2026Office discoveredM••••• W••••• G•••• files Form 13F (non_adviser_filer, $160,034,603 in 86 positions)DiscoveryInferencesec.gov
Sources and evidence
33show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 33 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
+20 v••••••• b••••••• p••••• (2)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($205,318,237)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (848)
Mandate confidence
no components; scored 0
Identity confidence
+30 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (8 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HRSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnon_adviser_filerDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions87Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions83Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions86Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$205MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$175MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$160MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCottonwood Heights, UTJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCottonwood Heights, UTMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCottonwood Heights, UTDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Team page urlhttps://s•••••••••.com/Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page urlhttps://s•••••••••.com/Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Websites•••••••••.comSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) s•••••••••.comInference
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website titleSequoia Financial Group – Personalized Wealth ManagementSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website titleSequoia Financial Group – Personalized Wealth ManagementSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact