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
L•••••• S•••••••• F••••••••
Legal name L•••••• F•••••••• P••••••• L••
Latest filing Apr 1, 2026
First filing on the tape Mar 31, 2020 · 13 filings
SEC status approved since May 1, 2020
RAUM
$94.1M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$94.1M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$47.0M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$94.1M as of Apr 1, 2026
Mar 11, 2021$52.7M then
HNW client RAUM$83.5M as of Apr 1, 2026
Mar 11, 2021$46.9M then
State-registered IARs (5.B.3)2 as of Apr 1, 2026
Mar 11, 20210 then
Employees (5.A)2 as of Apr 1, 2026
Mar 11, 20213 then
Private funds: no history
RAUM +13% over the last fiscal year+20% a year over threeIARs 0 to 2
Practice profile
derived from the filing of Apr 1, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- 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
- RAUM per advisor
- $47.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 25derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.9MderivedHNW RAUM over HNW clients
- Average account
- $556,697derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%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
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.4%derived
- Compensation
- percentage of assets, hourly, 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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$83.5M89%
- Individuals$10.5M11%
- Individual clients
- 21reported
- HNW clients
- 29reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 169reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- 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 |
|---|---|---|---|---|
| C•••• M•••• S•••••••• | New York, Ny | Mar 10, 2021 | 31 y | 0 |
| A••• W• L••••••Certified Financial Planner | Hunt Valley, Md | Mar 10, 2021 | 19 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
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- L••••••• A•••• W• · Presidentcontrolsince 03/2008 · owns 75% or more
- S••••••••• C••••• M•••• · Chief Compliance Officercontrolsince 07/2015 · 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 |
|---|---|---|---|---|---|
| New York, Ny · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 171 to 169May 20, 2025 to Apr 1, 2026
- HNW clients · 35 to 29May 20, 2025 to Apr 1, 2026
- Individual clients · 12 to 21May 20, 2025 to Apr 1, 2026
- Financial planning clients · 1-10 to 51-100May 20, 2025 to Apr 1, 2026
- State-registered IARs · 0 to 2May 20, 2025 to Apr 1, 2026
- Discretionary RAUM · $83.3M to $94.1MMay 20, 2025 to Apr 1, 2026
- HNW RAUM · $78.6M to $83.5MMay 20, 2025 to Apr 1, 2026
- Individual RAUM · $4.7M to $10.5MMay 20, 2025 to Apr 1, 2026
- RAUM · $83.3M to $94.1MMay 20, 2025 to Apr 1, 2026
- Financial planning clients · 1-10 to 1-10Mar 25, 2025 to May 20, 2025
- Accounts · 178 to 171May 16, 2024 to Mar 25, 2025
- HNW clients · 37 to 35May 16, 2024 to Mar 25, 2025
- Individual clients · 11 to 12May 16, 2024 to Mar 25, 2025
- Discretionary RAUM · $70.5M to $83.3MMay 16, 2024 to Mar 25, 2025
- HNW RAUM · $66.8M to $78.6MMay 16, 2024 to Mar 25, 2025
- Individual RAUM · $3.7M to $4.7MMay 16, 2024 to Mar 25, 2025
- RAUM · $70.5M to $83.3MMay 16, 2024 to Mar 25, 2025
- Accounts · 154 to 178Mar 23, 2023 to Mar 25, 2024
- HNW clients · 33 to 37Mar 23, 2023 to Mar 25, 2024
- Individual clients · 9 to 11Mar 23, 2023 to Mar 25, 2024
- Discretionary RAUM · $54.4M to $70.5MMar 23, 2023 to Mar 25, 2024
- HNW RAUM · $51.3M to $66.8MMar 23, 2023 to Mar 25, 2024
- Individual RAUM · $3.1M to $3.7MMar 23, 2023 to Mar 25, 2024
- RAUM · $54.4M to $70.5MMar 23, 2023 to Mar 25, 2024
- Accounts · 39 to 154Mar 17, 2022 to Mar 23, 2023
- HNW clients · 29 to 33Mar 17, 2022 to Mar 23, 2023
- Individual clients · 10 to 9Mar 17, 2022 to Mar 23, 2023
- Financial planning clients · 11-25 to 1-10Mar 17, 2022 to Mar 23, 2023
- Discretionary RAUM · $60.9M to $54.4MMar 17, 2022 to Mar 23, 2023
- HNW RAUM · $58.0M to $51.3MMar 17, 2022 to Mar 23, 2023
- Individual RAUM · $2.9M to $3.1MMar 17, 2022 to Mar 23, 2023
- RAUM · $60.9M to $54.4MMar 17, 2022 to Mar 23, 2023
- Accounts · 108 to 39Mar 11, 2021 to Mar 17, 2022
- Advisory employees · 3 to 2Mar 11, 2021 to Mar 17, 2022
- HNW clients · 24 to 29Mar 11, 2021 to Mar 17, 2022
- Individual clients · 15 to 10Mar 11, 2021 to Mar 17, 2022
- Employees · 3 to 2Mar 11, 2021 to Mar 17, 2022
- Discretionary RAUM · $52.7M to $60.9MMar 11, 2021 to Mar 17, 2022
- HNW RAUM · $46.9M to $58.0MMar 11, 2021 to Mar 17, 2022
- Individual RAUM · $5.8M to $2.9MMar 11, 2021 to Mar 17, 2022
Signals
2 dated events
- Eugene Skorodinsky no longer registered at L•••••• S•••••••• F••••••••; no later IA registration on IAPDMar 31, 2022 · Advisor departure · fact
- L•••••• S•••••••• F•••••••• filed its initial SEC registration (Form ADV)Mar 31, 2020 · First SEC registration · fact
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
- 212-405-1609reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 239-236-4331reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 239-236-4332reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-405-1609reportedpublic record, Form ADV, Apr 1, 2026
- Team page
- verdence.com/team/anja-luesinkreportedpublished 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
- $47.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026