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.

Former SEC-registered adviser

Adviseme National Advisors

Former SEC-registered adviserCleveland, OhioCRD 141129SEC 801-67299IAPD
Legal name Pension Solutions, Inc.
Latest filing Sep 8, 2020
First filing on the tape Dec 19, 2011 · 31 filings
RAUM
$1.2B
reported, Item 5.F
Discretionary
11%
of RAUM
Private clients
11%
$136M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
8 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$1.2B as of Mar 30, 2020
Mar 27, 2012$93.0M then
HNW client RAUM$30.6M as of Mar 30, 2020
Mar 22, 2019$23.4M then
State-registered IARs (5.B.3)8 as of Mar 30, 2020
Mar 27, 20120 then
Employees (5.A)11 as of Mar 30, 2020
Apr 1, 20139 then
Private funds: no history
RAUM +29% over the last fiscal year+101% a year over threeIARs 8 to 8
Practice profile
derived from the filing of Sep 8, 2020; every figure names its basis
RAUM per advisor
$156MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
188derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.7MderivedHNW RAUM over HNW clients
Average account
$752,926derivedRAUM over accounts (5.F.2.f)
Discretionary
11%derivedof RAUM
Institutional
89%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.4derivedItem 5.A over advisors
Advisors per office
2.7derived3 offices incl. principal (1.F.5)
RAUM growth, one year
+29%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+7.3%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 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
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pension and profit-sharing plans$1.1B89%
  • Individuals$105M8.4%
  • High-net-worth individuals$30.6M2.5%
Individual clients
1,485reported
HNW clients
18reported
Pension plan clients
150reported
Charitable clients
n/areported
Accounts
1,655reported
Financial planning clients
251-500reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Dworken Beth Krasnow · Chief Compliance Officer/Vice Presidentcontrol
      since 01/2017 · owns less than 5%
    • Alan David Krasnow · Presidentcontrol
      since 09/1999 · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    • Milwaukee, WI1 employees
    What changed
    consecutive filings, newest first
    • BD registered reps · 7 to 8
      Jul 13, 2020 to Sep 8, 2020
    • Accounts · 1,511 to 1,655
      Dec 10, 2019 to Mar 30, 2020
    • BD registered reps · 8 to 7
      Dec 10, 2019 to Mar 30, 2020
    • HNW clients · 14 to 18
      Dec 10, 2019 to Mar 30, 2020
    • Individual clients · 1,387 to 1,485
      Dec 10, 2019 to Mar 30, 2020
    • Pension plan clients · 110 to 150
      Dec 10, 2019 to Mar 30, 2020
    • Insurance-licensed employees · 8 to 7
      Dec 10, 2019 to Mar 30, 2020
    • Discretionary RAUM · $108M to $136M
      Dec 10, 2019 to Mar 30, 2020
    • HNW RAUM · $23.4M to $30.6M
      Dec 10, 2019 to Mar 30, 2020
    • Individual RAUM · $84.4M to $105M
      Dec 10, 2019 to Mar 30, 2020
    • Non-discretionary RAUM · $860M to $1.1B
      Dec 10, 2019 to Mar 30, 2020
    • Pension RAUM · $860M to $1.1B
      Dec 10, 2019 to Mar 30, 2020
    • RAUM · $968M to $1.2B
      Dec 10, 2019 to Mar 30, 2020
    • Accounts · 1,341 to 1,511
      Oct 24, 2018 to Mar 22, 2019
    • Corporate clients · 88.0 to unset
      Oct 24, 2018 to Mar 22, 2019
    • HNW clients · unset to 14.0
      Oct 24, 2018 to Mar 22, 2019
    • Individual clients · 1,253 to 1,387
      Oct 24, 2018 to Mar 22, 2019
    • Pension plan clients · unset to 110.0
      Oct 24, 2018 to Mar 22, 2019
    • Financial planning clients · 101-250 to 251-500
      Oct 24, 2018 to Mar 22, 2019
    • Other offices · 3 to 2
      Oct 24, 2018 to Mar 22, 2019
    • Discretionary RAUM · $137M to $108M
      Oct 24, 2018 to Mar 22, 2019
    • HNW RAUM · unset to 23398344.0
      Oct 24, 2018 to Mar 22, 2019
    • Individual RAUM · $137M to $84.4M
      Oct 24, 2018 to Mar 22, 2019
    • Non-discretionary RAUM · $1.5B to $860M
      Oct 24, 2018 to Mar 22, 2019
    • Pension RAUM · unset to 859893687.0
      Oct 24, 2018 to Mar 22, 2019
    • RAUM · $1.6B to $968M
      Oct 24, 2018 to Mar 22, 2019
    • Other offices · 2 to 3
      Apr 25, 2018 to Oct 24, 2018
    • Accounts · 2,680 to 1,341
      Jul 19, 2017 to Mar 21, 2018
    • Advisory employees · 9 to 8
      Jul 19, 2017 to Mar 21, 2018
    • Corporate clients · unset to 88.0
      Jul 19, 2017 to Mar 21, 2018
    • Individual clients · unset to 1253.0
      Jul 19, 2017 to Mar 21, 2018
    • Employees · 14 to 11
      Jul 19, 2017 to Mar 21, 2018
    • Insurance-licensed employees · 9 to 8
      Jul 19, 2017 to Mar 21, 2018
    • State-registered IARs · 10 to 8
      Jul 19, 2017 to Mar 21, 2018
    • Other offices · unset to 2.0
      Jul 19, 2017 to Mar 21, 2018
    • Discretionary RAUM · $152M to $137M
      Jul 19, 2017 to Mar 21, 2018
    • Individual RAUM · unset to 136639991.0
      Jul 19, 2017 to Mar 21, 2018
    • Non-discretionary RAUM · $523,000 to $1.5B
      Jul 19, 2017 to Mar 21, 2018
    • RAUM · $153M to $1.6B
      Jul 19, 2017 to Mar 21, 2018
    • Accounts · 2,533 to 2,680
      Mar 29, 2016 to Mar 28, 2017
    Signals
    3 dated events
    • Adviseme National Advisors reported RAUM $1.2B, up 29% from $967.7M (2019-12-10 to 2020-03-30)
      Mar 30, 2020 · RAUM change · derived
    • Adviseme National Advisors reported RAUM $967.7M, down 39% from $1.6B (2018-10-24 to 2019-03-22)
      Mar 22, 2019 · RAUM change · derived
    • Adviseme National Advisors reported RAUM $1.6B, up 943% from $152.5M (2017-07-19 to 2018-03-21)
      Mar 21, 2018 · 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.
    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
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026