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
Pillar Wealth Management, LLC
Latest filing Mar 12, 2025
First filing on the tape Mar 12, 2012 · 27 filings
SEC status approved since Sep 8, 2008
RAUM
$221M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$221M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$221M as of Mar 12, 2025
Mar 12, 2012$119M then
HNW client RAUM$33.3M as of Mar 12, 2025
Feb 15, 2018$134M then
State-registered IARs (5.B.3)2 as of Mar 12, 2025
Mar 12, 20120 then
Employees (5.A)2 as of Mar 12, 2025
Feb 15, 20132 then
Private funds: no history
RAUM +9.9% over the last fiscal year+1.9% a year over threeIARs 2 to 2offices 1 to 3
Practice profile
derived from the filing of Mar 12, 2025; every figure names its basis
- RAUM per advisor
- $111MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 67derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $475,642derivedHNW RAUM over HNW clients
- Average account
- $602,582derivedRAUM 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
- 0.5derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -2.9%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, 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
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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$188M85%
- High-net-worth individuals$33.3M15%
- Individual clients
- 63reported
- HNW clients
- 70reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 367reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- 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
Left, latest
- Christopher George Snyder to The Mather Group, LLCJun 13, 2025 · RIA to RIA
- Haitham Emanuel Ashoo to The Mather Group, LLCJun 13, 2025 · RIA to RIA
Joined, latest
- Christopher George Snyder from Pillar Financial Services, Inc.Sep 16, 2008 · Other
- Haitham Emanuel Ashoo from Pillar Financial Services, Inc.Sep 16, 2008 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Emanuel Haitham Ashoo · Managing Member, Chief Executive Officer And Chief Compliance Officercontrolsince 06/2008 · owns 50% to 75%
- George Christopher Snyder · Membercontrolsince 06/2008 · owns 25% to 50%
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 |
|---|---|---|---|---|---|
| Clayton, Ca | 0 | 0 | 0 | ||
| Delray Beach, Fl | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Walnut Creek, CA1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 376 to 367Mar 21, 2024 to Mar 12, 2025
- HNW clients · 66 to 70Mar 21, 2024 to Mar 12, 2025
- Individual clients · 71 to 63Mar 21, 2024 to Mar 12, 2025
- HQ city · unset to Mar 21, 2024 to Mar 12, 2025
- HQ state · unset to Mar 21, 2024 to Mar 12, 2025
- Discretionary RAUM · $201M to $221MMar 21, 2024 to Mar 12, 2025
- HNW RAUM · $162M to $33.3MMar 21, 2024 to Mar 12, 2025
- Individual RAUM · $39.6M to $188MMar 21, 2024 to Mar 12, 2025
- RAUM · $201M to $221MMar 21, 2024 to Mar 12, 2025
- Other offices · 1 to 3Mar 21, 2024 to Mar 21, 2024
- Accounts · 381 to 376Nov 29, 2023 to Mar 11, 2024
- Charity clients · unset to 0.0Nov 29, 2023 to Mar 11, 2024
- Corporate clients · unset to 0.0Nov 29, 2023 to Mar 11, 2024
- HNW clients · 54 to 66Nov 29, 2023 to Mar 11, 2024
- Individual clients · 85 to 71Nov 29, 2023 to Mar 11, 2024
- Pension plan clients · unset to 0.0Nov 29, 2023 to Mar 11, 2024
- Pooled vehicle clients · unset to 0.0Nov 29, 2023 to Mar 11, 2024
- Financial planning clients · 51-100 to 0Nov 29, 2023 to Mar 11, 2024
- Discretionary RAUM · $176M to $201MNov 29, 2023 to Mar 11, 2024
- HNW RAUM · $127M to $162MNov 29, 2023 to Mar 11, 2024
- Individual RAUM · $49.5M to $39.6MNov 29, 2023 to Mar 11, 2024
- Pension RAUM · unset to 0.0Nov 29, 2023 to Mar 11, 2024
- Pooled vehicle RAUM · unset to 0.0Nov 29, 2023 to Mar 11, 2024
- RAUM · $176M to $201MNov 29, 2023 to Mar 11, 2024
- Accounts · 351 to 381Sep 2, 2022 to Mar 13, 2023
- HNW clients · 67 to 54Sep 2, 2022 to Mar 13, 2023
- Individual clients · 63 to 85Sep 2, 2022 to Mar 13, 2023
- Discretionary RAUM · $209M to $176MSep 2, 2022 to Mar 13, 2023
- HNW RAUM · $174M to $127MSep 2, 2022 to Mar 13, 2023
- Individual RAUM · $34.8M to $49.5MSep 2, 2022 to Mar 13, 2023
- RAUM · $209M to $176MSep 2, 2022 to Mar 13, 2023
- Accounts · 347 to 351Mar 22, 2021 to Mar 1, 2022
- HNW clients · 128 to 67Mar 22, 2021 to Mar 1, 2022
- Individual clients · 59 to 63Mar 22, 2021 to Mar 1, 2022
- Discretionary RAUM · $191M to $209MMar 22, 2021 to Mar 1, 2022
- HNW RAUM · $172M to $174MMar 22, 2021 to Mar 1, 2022
- Individual RAUM · $19.1M to $34.8MMar 22, 2021 to Mar 1, 2022
- RAUM · $191M to $209MMar 22, 2021 to Mar 1, 2022
- Accounts · 340 to 347May 1, 2020 to Mar 22, 2021
- Advisory activities · 4 to 2May 1, 2020 to Mar 22, 2021
Signals
3 dated events
- Pillar Wealth Management, Llc no longer on the SEC adviser roster (last listed 2025-06-02, RAUM $221.1M)Jul 1, 2025 · Left the SEC roster · derived
- Haitham Emanuel Ashoo left Pillar Wealth Management, Llc for The Mather Group, Llc (registered 2025-06-25)Jun 13, 2025 · Advisor changed firm · fact
- Christopher George Snyder left Pillar Wealth Management, Llc for The Mather Group, Llc (registered 2025-06-11)Jun 13, 2025 · Advisor changed firm · fact
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