DFX Intelligence

RIA Intelligence

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SEC-registered adviser

E••••••••• A•••••••• I••

Independent wealth managerMiami, FloridaCRD 126163SEC 801-63396website IAPD

Latest filing Mar 4, 2026

First filing on the tape Mar 29, 2012 · 21 filings

SEC status approved since Aug 19, 2004

RAUM

$104M

reported, Item 5.F

Discretionary

0.0%

of RAUM

Private clients

100%

$104M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$51.8M

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

21 filings and snapshots on the tape

RAUM$104M as of Mar 4, 2026

Mar 29, 2012$94.5M then

HNW client RAUM$104M as of Mar 4, 2026

Mar 27, 2018$95.3M then

State-registered IARs (5.B.3)2 as of Mar 4, 2026

Mar 28, 20130 then

Employees (5.A)2 as of Mar 4, 2026

Mar 28, 20133 then

Private funds: no history

RAUM +3.1% over the last fiscal year+0.1% a year over threeIARs 2 to 2

Practice profile

derived from the filing of Mar 4, 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
Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M

RAUM per advisor: $51.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: $11.5MderivedHNW RAUM over HNW clients
Average account: $11.5MderivedRAUM over accounts (5.F.2.f)
Discretionary: 0.0%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.0derivedItem 5.A over advisors
Advisors per office: 2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +3.1%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assetsreportedItem 5.E
Advisory activities: portfolio management for individualsreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$104M100%

Individual clients: n/areported
HNW clients: 9reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 9reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUMreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

2 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
P•••• A•••••	Miami, Fl	Dec 1, 2025	25 y	0
P••••••• D••• R•••••••••	Miami, Fl	Jan 1, 2026	25 y	0

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

none on the tape

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

A•••••• P•••• · Managing Membercontrol
since 01/2003 · owns 50% to 75%
D••• R••••••••• P••••••• · Cco & Managing Membercontrol
since 01/2003 · owns 50% to 75%

Related persons

Schedule D 7.A

E••••••••• A••••••• ••••••••• S•••
investment advisery
E••••••••• W••••• M••••••••• E••• S•••
investment advisery

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Miami, Fl · principal	2	2	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

low discretionary shareStatic outlier · filing Mar 4, 2026
discretionary share of RAUM of 0% against a peer median of 100% (5678 comparable advisers, 0.0th percentile, 33.7 robust deviations)
peers: independent wealth managers, $100M to $500M (5,678) · 0.0% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 12 to 9
Mar 13, 2025 to Mar 4, 2026
HNW clients · 12 to 9
Mar 13, 2025 to Mar 4, 2026
HNW RAUM · $101M to $104M
Mar 13, 2025 to Mar 4, 2026
Non-discretionary RAUM · $101M to $104M
Mar 13, 2025 to Mar 4, 2026
RAUM · $101M to $104M
Mar 13, 2025 to Mar 4, 2026
Accounts · 11 to 12
Feb 13, 2024 to Mar 13, 2025
HNW clients · 11 to 12
Feb 13, 2024 to Mar 13, 2025
Financial planning clients · unset to
Feb 13, 2024 to Mar 13, 2025
HNW RAUM · $100M to $101M
Feb 13, 2024 to Mar 13, 2025
Non-discretionary RAUM · $100M to $101M
Feb 13, 2024 to Mar 13, 2025
RAUM · $100M to $101M
Feb 13, 2024 to Mar 13, 2025
Accounts · 12 to 11
Mar 17, 2023 to Feb 13, 2024
HNW clients · 12 to 11
Mar 17, 2023 to Feb 13, 2024
HNW RAUM · $103M to $100M
Mar 17, 2023 to Feb 13, 2024
Non-discretionary RAUM · $103M to $100M
Mar 17, 2023 to Feb 13, 2024
RAUM · $103M to $100M
Mar 17, 2023 to Feb 13, 2024
Accounts · 13 to 12
Feb 25, 2022 to Mar 17, 2023
HNW clients · 13 to 12
Feb 25, 2022 to Mar 17, 2023
HNW RAUM · $115M to $103M
Feb 25, 2022 to Mar 17, 2023
Non-discretionary RAUM · $115M to $103M
Feb 25, 2022 to Mar 17, 2023
RAUM · $115M to $103M
Feb 25, 2022 to Mar 17, 2023
Accounts · 14 to 13
Mar 5, 2021 to Feb 25, 2022
Advisory employees · 3 to 2
Mar 5, 2021 to Feb 25, 2022
HNW clients · 14 to 13
Mar 5, 2021 to Feb 25, 2022
Employees · 3 to 2
Mar 5, 2021 to Feb 25, 2022
HNW RAUM · $115M to $115M
Mar 5, 2021 to Feb 25, 2022
Non-discretionary RAUM · $115M to $115M
Mar 5, 2021 to Feb 25, 2022
RAUM · $115M to $115M
Mar 5, 2021 to Feb 25, 2022
Accounts · 15 to 14
Jul 20, 2020 to Mar 5, 2021
Advisory employees · 2 to 3
Jul 20, 2020 to Mar 5, 2021
Advisory activities · 2 to 1
Jul 20, 2020 to Mar 5, 2021
HNW clients · 15 to 14
Jul 20, 2020 to Mar 5, 2021
Employees · 2 to 3
Jul 20, 2020 to Mar 5, 2021
HNW RAUM · $112M to $115M
Jul 20, 2020 to Mar 5, 2021
Non-discretionary RAUM · $112M to $115M
Jul 20, 2020 to Mar 5, 2021
RAUM · $112M to $115M
Jul 20, 2020 to Mar 5, 2021
Related adviser · false to true
Jul 20, 2020 to Mar 5, 2021
Accounts · 12 to 15
Jun 28, 2019 to Feb 28, 2020
Advisory activities · 3 to 2
Jun 28, 2019 to Feb 28, 2020
HNW clients · 12 to 15
Jun 28, 2019 to Feb 28, 2020

Signals

No event on the tape.

Across DFX

shared identifiers only, never a name match

E••••••••• A•••••••• I•• · Family Offices
shared crd · office

How to reach

public business contact points only, each with its source

Business phone: 786-621-5858reportedpublished by the firm, firm site, Sep 16, 2026
Website: E•••••••••-ADVISORS.COMreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 786 621-5858reportedpublic record, Form ADV, Mar 4, 2026
Contact form: e•••••••••.comreportedpublished by the firm, firm site, Sep 16, 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: $51.8Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026