DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
R••••• B•••• A•• C••••••• I•••
Latest filing Mar 17, 2026
First filing on the tape Mar 28, 2012 · 24 filings
SEC status approved since Mar 31, 2003
RAUM
$1.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
87%
$1.3B individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$194M
derived; firm RAUM over IAPD count
Employees
9
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$1.6B as of Mar 17, 2026
Mar 28, 2012$313M then
HNW client RAUM$1.3B as of Mar 17, 2026
Mar 28, 2018$496M then
State-registered IARs (5.B.3)7 as of Mar 17, 2026
Mar 27, 20132 then
Employees (5.A)9 as of Mar 17, 2026
Mar 27, 20137 then
Private funds: no history
RAUM +44% over the last fiscal year+22% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Mar 17, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $194MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 29derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.9MderivedHNW RAUM over HNW clients
- Average account
- $1.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +44%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $728M, 158 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.3B86%
- Charitable organizations$171M11%
- Corporations and businesses$36.6M2.4%
- Individuals$15.7M1.0%
- Individual clients
- 83reported
- HNW clients
- 150reported
- Pension plan clients
- 0reported
- Charitable clients
- 10reported
- Accounts
- 1,146reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $728M for 158 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.87 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R•••• W•••••• R•••• | Sewickley, Pa | Jul 31, 2000 | 39 y | 0 |
| W•••••• T••••• B••••Certified Financial Planner, Chartered Financial Analyst | Sewickley, Pa | Jul 31, 2000 | 23 y | 0 |
| A•••••• J••• C••••••Certified Financial Planner, Chartered Financial Consultant | Newtown, Pa | Mar 29, 2005 | 40 y | 3 |
| K•••• J•••• W•••••Chartered Financial Analyst | Sewickley, Pa | Mar 24, 2015 | 13 y | 0 |
| R••• P•••••• L••••Certified Financial Planner | Sewickley, Pa | Mar 24, 2015 | 22 y | 0 |
| M•••• J• P••••••••Certified Financial Planner | Sewickley, Pa | Sep 22, 2018 | 11 y | 0 |
| N••••••• I•• C•••••••• | Sewickley, Pa | Jun 25, 2021 | 10 y | 2 |
| J••••••••• A•• C•••••••Certified Financial Planner | Sewickley, Pa | Mar 13, 2024 | 11 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J••••••••• A•• C••••••• from U•• F•••••••• S••••••• I•••Mar 13, 2024 · Wirehouse to independent RIA
- N••••••• I•• C•••••••• from H••••• • C••• L••Jun 25, 2021 · Other
- A•••••• J••• C•••••• from C••••••••• I••••••••• S••••••••• L••Mar 29, 2005 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• W••••••• T••••• · Principal, Chief Investment Officercontrolsince 04/2000 · owns 50% to 75%
- D••••••• C••••••• E•••••••• · Chief Compliance Officercontrolsince 01/2013 · owns less than 5%
- R••••• R••••• W•••••• · Presidentcontrolsince 04/2000 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Sewickley, Pa · principal | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Mar 17, 2026RAUM (Item 5.F) moved from $1,075,569,668 to $1,552,856,077 (+44.0%) between the annual amendments of 2025-02-18 and 2026-03-17; the peer median change was +17.0% (1298 comparable advisers, 91.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,298) · 91% percentile
What changed
consecutive filings, newest first
- Accounts · 1,048 to 1,146Feb 18, 2025 to Mar 17, 2026
- HNW clients · 125 to 150Feb 18, 2025 to Mar 17, 2026
- Individual clients · 85 to 83Feb 18, 2025 to Mar 17, 2026
- Assets in custody · $560M to $728MFeb 18, 2025 to Mar 17, 2026
- Discretionary RAUM · $1.1B to $1.6BFeb 18, 2025 to Mar 17, 2026
- HNW RAUM · $1.0B to $1.3BFeb 18, 2025 to Mar 17, 2026
- Individual RAUM · $19.7M to $15.7MFeb 18, 2025 to Mar 17, 2026
- RAUM · $1.1B to $1.6BFeb 18, 2025 to Mar 17, 2026
- Accounts · 977 to 1,048Aug 29, 2024 to Feb 18, 2025
- Charity clients · 7 to 10Aug 29, 2024 to Feb 18, 2025
- Corporate clients · 7 to 5Aug 29, 2024 to Feb 18, 2025
- HNW clients · 121 to 125Aug 29, 2024 to Feb 18, 2025
- Individual clients · 80 to 85Aug 29, 2024 to Feb 18, 2025
- Assets in custody · $507M to $560MAug 29, 2024 to Feb 18, 2025
- Financial planning clients · 101-250 to 101-250Aug 29, 2024 to Feb 18, 2025
- Discretionary RAUM · $953M to $1.1BAug 29, 2024 to Feb 18, 2025
- HNW RAUM · $886M to $1.0BAug 29, 2024 to Feb 18, 2025
- Individual RAUM · $18.2M to $19.7MAug 29, 2024 to Feb 18, 2025
- RAUM · $953M to $1.1BAug 29, 2024 to Feb 18, 2025
- Accounts · 890 to 977Mar 20, 2023 to Mar 20, 2024
- Advisory employees · 6 to 7Mar 20, 2023 to Mar 20, 2024
- Charity clients · 6 to 7Mar 20, 2023 to Mar 20, 2024
- HNW clients · 114 to 121Mar 20, 2023 to Mar 20, 2024
- Individual clients · 73 to 80Mar 20, 2023 to Mar 20, 2024
- Assets in custody · $662M to $507MMar 20, 2023 to Mar 20, 2024
- Employees · 8 to 9Mar 20, 2023 to Mar 20, 2024
- State-registered IARs · 6 to 7Mar 20, 2023 to Mar 20, 2024
- Discretionary RAUM · $850M to $953MMar 20, 2023 to Mar 20, 2024
- HNW RAUM · $774M to $886MMar 20, 2023 to Mar 20, 2024
- Individual RAUM · $13.8M to $18.2MMar 20, 2023 to Mar 20, 2024
- RAUM · $850M to $953MMar 20, 2023 to Mar 20, 2024
- Accounts · 829 to 890Nov 3, 2022 to Mar 20, 2023
- Charity clients · 5 to 6Nov 3, 2022 to Mar 20, 2023
- Corporate clients · 8 to 7Nov 3, 2022 to Mar 20, 2023
- HNW clients · 108 to 114Nov 3, 2022 to Mar 20, 2023
- Individual clients · 68 to 73Nov 3, 2022 to Mar 20, 2023
- Assets in custody · $457M to $662MNov 3, 2022 to Mar 20, 2023
- Discretionary RAUM · $936M to $850MNov 3, 2022 to Mar 20, 2023
- HNW RAUM · $846M to $774MNov 3, 2022 to Mar 20, 2023
- Individual RAUM · $14.8M to $13.8MNov 3, 2022 to Mar 20, 2023
Signals
1 dated events
- R••••• B•••• A•• C••••••• I••• reported RAUM $1.6B, up 44% from $1.1B (2025-02-18 to 2026-03-17)Mar 17, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 724-935-4990reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 724-935-4999reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- roblebelko.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (724) 935-4990reportedpublic record, Form ADV, Mar 17, 2026
- Contact form
- roblebelko.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $194Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026