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RIA Intelligence

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SEC-registered adviser

M•••••• I••••••••• M••••••••• C•• L••

Independent wealth managerCranford, New JerseyCRD 139143SEC 801-65917website IAPD

Latest filing Feb 12, 2026

First filing on the tape Feb 29, 2012 · 34 filings

SEC status approved since Jan 27, 2006

RAUM

$245M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

60%

$147M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$81.6M

derived; firm RAUM over IAPD count

Employees

3 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

34 filings and snapshots on the tape

RAUM$245M as of Feb 12, 2026

Feb 29, 2012$102M then

HNW client RAUM$142M as of Feb 12, 2026

Mar 6, 2018$70.0M then

State-registered IARs (5.B.3)3 as of Feb 12, 2026

Feb 29, 20120 then

Employees (5.A)6 as of Feb 12, 2026

Mar 14, 201310 then

Private funds: no history

RAUM +15% over the last fiscal year+16% a year over threeIARs 3 to 3

Practice profile

derived from the filing of Feb 12, 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: $81.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 11derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $7.1MderivedHNW RAUM over HNW clients
Average account: $3.3MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 40%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.0derivedItem 5.A over advisors
Advisors per office: 1.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year: +15%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: -18%derived
Compensation: percentage of assetsreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
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 securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$142M58%
Charitable organizations$96.9M40%
Individuals$5.2M2.1%
Corporations and businesses$464,4360.2%

Individual clients: 12reported
HNW clients: 20reported
Pension plan clients: n/areported
Charitable clients: 3reported
Accounts: 75reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUMreported
Class basis: private_client_share=0.6 fund_share=0.0 institutional_share=0.4 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

3 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
A••••• H•••• W•••••	Cranford, Nj	Mar 27, 2023	24 y	0
J••• P•••••• C•••••••Chartered Financial Analyst	Cranford, Nj	Jan 1, 2026	42 y	1
D•••• E•••• E••	Cranford, Nj	Aug 17, 2026	22 y	0

Advisor movement

0 left, 1 joined in 12 months

net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

F•••••••• P••• Z•••• to C••••••• F•••••••• A••••••• L••
Aug 18, 2017 · Other

Joined, latest

J••• P•••••• C••••••• from R•••••• J•••• • A••••••••• I•••
Jan 1, 2026 · Affiliated broker-dealer or bank to independent RIA

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

E••• D••••• E•••• · Chief Executive Officercontrol
since 11/2005 · owns less than 5%
R•••••• R•••••••• C•••••••• · Chief Compliance Officer/Cfocontrol
since 11/2005 · owns less than 5%
W•••••• W••••••• B••••• · Chairmancontrol
since 11/2005 · owns less than 5%
W•••••• W••••••• B••••• · Managing Membercontrol
since 11/2005 · owns 75% or more of M•••••• F•••••••• G••••• L••

Entity owners

M•••••• F•••••••• G••••• L•• · Managing Member
direct · owns 75% or more

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
Cranford, Nj · principal	3	2	0

Offices

Schedule D 1.F, the 25 largest

, 1 employees

ADV anomalies

1 against comparable advisers; where to look, not conclusions

high institutional concentrationStatic outlier · filing Feb 12, 2026
institutional share of RAUM of 40% against a peer median of 0% (5678 comparable advisers, 98.0th percentile, 13.2 robust deviations)
peers: independent wealth managers, $100M to $500M (5,678) · 98% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 86 to 75
May 15, 2025 to Feb 12, 2026
HNW clients · 25 to 20
May 15, 2025 to Feb 12, 2026
Individual clients · 14 to 12
May 15, 2025 to Feb 12, 2026
Assets in custody · $123M to $149M
May 15, 2025 to Feb 12, 2026
Discretionary RAUM · $213M to $245M
May 15, 2025 to Feb 12, 2026
HNW RAUM · $120M to $142M
May 15, 2025 to Feb 12, 2026
Individual RAUM · $4.7M to $5.2M
May 15, 2025 to Feb 12, 2026
RAUM · $213M to $245M
May 15, 2025 to Feb 12, 2026
Financial planning clients · unset to
Feb 25, 2025 to May 15, 2025
Accounts · 88 to 86
Jul 18, 2024 to Feb 25, 2025
HNW clients · 26 to 25
Jul 18, 2024 to Feb 25, 2025
Individual clients · 11 to 14
Jul 18, 2024 to Feb 25, 2025
Assets in custody · $125M to $123M
Jul 18, 2024 to Feb 25, 2025
Discretionary RAUM · $189M to $213M
Jul 18, 2024 to Feb 25, 2025
HNW RAUM · $110M to $120M
Jul 18, 2024 to Feb 25, 2025
Individual RAUM · $4.0M to $4.7M
Jul 18, 2024 to Feb 25, 2025
RAUM · $189M to $213M
Jul 18, 2024 to Feb 25, 2025
Corporate clients · 1 to 2
Mar 3, 2023 to Feb 23, 2024
HNW clients · 27 to 26
Mar 3, 2023 to Feb 23, 2024
Assets in custody · $44.9M to $125M
Mar 3, 2023 to Feb 23, 2024
State-registered IARs · 2 to 3
Mar 3, 2023 to Feb 23, 2024
Discretionary RAUM · $157M to $189M
Mar 3, 2023 to Feb 23, 2024
HNW RAUM · $89.5M to $110M
Mar 3, 2023 to Feb 23, 2024
Individual RAUM · $3.8M to $4.0M
Mar 3, 2023 to Feb 23, 2024
RAUM · $157M to $189M
Mar 3, 2023 to Feb 23, 2024
Accounts · 87 to 88
Oct 28, 2022 to Mar 3, 2023
BD registered reps · 6 to 0
Oct 28, 2022 to Mar 3, 2023
Corporate clients · unset to 1.0
Oct 28, 2022 to Mar 3, 2023
HNW clients · 30 to 27
Oct 28, 2022 to Mar 3, 2023
Individual clients · 13 to 11
Oct 28, 2022 to Mar 3, 2023
Assets in custody · unset to 44870613.0
Oct 28, 2022 to Mar 3, 2023
Employees · 7 to 6
Oct 28, 2022 to Mar 3, 2023
State-registered IARs · 3 to 2
Oct 28, 2022 to Mar 3, 2023
Discretionary RAUM · $182M to $157M
Oct 28, 2022 to Mar 3, 2023
HNW RAUM · $107M to $89.5M
Oct 28, 2022 to Mar 3, 2023
Individual RAUM · $4.7M to $3.8M
Oct 28, 2022 to Mar 3, 2023
RAUM · $182M to $157M
Oct 28, 2022 to Mar 3, 2023
Related broker-dealer · true to false
Oct 28, 2022 to Mar 3, 2023
HQ city · WESTFIELD to CRANFORD
May 10, 2022 to Aug 1, 2022
Accounts · 86 to 87
Oct 4, 2021 to Mar 1, 2022

Signals

1 dated events

Charles Alexander Weil (Chief Operating Officer) no longer on Schedule A of M•••••• I••••••••• M••••••••• C•• L•• (listed 2022-03-01, absent 2022-03-31)
Mar 31, 2022 · Control person left · inference

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 email: i•••@m•••••••••.netreportedpublished by the firm, firm site, Sep 16, 2026
Business phone: 908-654-1172reportedpublished by the firm, firm site, Sep 16, 2026
Business phone: 908-654-0033reportedpublished by the firm, firm site, Sep 16, 2026
Website: M••••••GROUP.NETreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 908-654-0033reportedpublic record, Form ADV, Feb 12, 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: $81.6Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026