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
V•••• L••
Latest filing May 8, 2026
First filing on the tape Nov 23, 2011 · 20 filings
SEC status approved since Nov 27, 2023
RAUM
$229M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$229M individuals and HNW
Advisors
12
registered through the firm on IAPD
RAUM per advisor
$19.1M
derived; firm RAUM over IAPD count
Employees
13
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$229M as of May 8, 2026
Mar 13, 2012$61.7M then
HNW client RAUM$54.0M as of May 8, 2026
Mar 27, 2024$23.2M then
State-registered IARs (5.B.3)12 as of May 8, 2026
Mar 27, 202410 then
Employees (5.A)13 as of May 8, 2026
Mar 27, 202413 then
Private funds: no history
RAUM +53% over the last fiscal yearIARs 12 to 12
Practice profile
derived from the filing of May 8, 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
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $19.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 99derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.4MderivedHNW RAUM over HNW clients
- Average account
- $194,326derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 12.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +53%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +32%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, otherreportedItem 5.G
- Custody
- $60.4M, 277 clientsreportedItem 9.A
- 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
- is an insurance broker or agent (6.A.6)
- 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 cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$176M76%
- High-net-worth individuals$54.0M24%
- Individual clients
- 1,143reported
- HNW clients
- 39reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 1,181reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $60.4M for 277 clientsreported
- 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
12 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M•••••• J••••• M•••••• | Troy, Mi | May 21, 2010 | 26 y | 0 |
| M•••••• A•••••• V•••••••• | Troy, Mi | Jul 2, 2010 | 30 y | 0 |
| M••••• S•••••• T•••••••Certified Financial Planner | Troy, Mi | Jul 19, 2011 | 27 y | 3 |
| M••••••••• M••• T••••••••• | Troy, Mi | Jan 26, 2017 | 28 y | 2 |
| M•••••• R•••••• D•••••• | Troy, Mi | Apr 6, 2020 | 32 y | 5 |
| D••••• M• P••••Certified Financial Planner | Troy, Mi | Jul 26, 2022 | 36 y | 3 |
| N•••••• N••••• S••••• | Troy, Mi | May 21, 2024 | 10 y | 0 |
| J••• I•••• G••••• | Troy, Mi | Sep 9, 2024 | 35 y | 3 |
| J•••• H••••••• W•••• | Troy, Mi | Jan 8, 2026 | 32 y | 5 |
| M•••••• A••••• M•••• | Troy, Mi | Feb 23, 2026 | 45 y | 2 |
| D•••• C••••• R••••••Certified Financial Planner | Troy, Mi | Feb 25, 2026 | 15 y | 6 |
| S••••• T••••• J•••• | Troy, Mi | Mar 11, 2026 | 25 y | 3 |
Advisor movement
0 left, 4 joined in 12 months
net +4 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- G•••• W••••• A•••••••• to V••••••• A•••••••• I•••Sep 1, 2022 · Other
- G•••• N• H••• to S••••••••• A•••••• A•••••••• I•••Sep 13, 2018 · Other
- J••• G••••• M•••• to A••••••••• F•••••••• S•••••••• L••Apr 10, 2018 · Other
Joined, latest
- S••••• T••••• J•••• from R•••••• J•••• • A••••••••• I•••Mar 11, 2026 · Affiliated broker-dealer or bank to independent RIA
- D•••• C••••• R•••••• from F•••••••• S••••••••• G••••• I••Feb 25, 2026 · RIA to RIA
- M•••••• A••••• M•••• from M••••• C•••••• A•••••••• L••Feb 23, 2026 · Other
- J•••• H••••••• W•••• from C••••••• S••••••••• I•••Jan 8, 2026 · Affiliated broker-dealer or bank to independent RIA
- J••• I•••• G••••• from O••••• L••••• V••••••• I••••••••• G••••• I•••Sep 9, 2024 · RIA to RIA
- D••••• M• P•••• from P•• A•••• M••••••••• C•••Jul 26, 2022 · Other
- M•••••• R•••••• D•••••• from T••••••• S••••••• F••••••••Apr 6, 2020 · Other
- G•••• W••••• A•••••••• from L•• F•••••••• L••Oct 24, 2019 · Other
- J••• G••••• M•••• from A••••••••• F•••••••• S•••••••• L••Nov 1, 2017 · Other
- G•••• N• H••• from W•••••• • R•••Jan 26, 2017 · Other
- M••••••••• M••• T••••••••• from V•••• F•••••••• A•••••••• I•••Jan 26, 2017 · Other
- M••••• S•••••• T••••••• from L•• F•••••••• L••Jul 19, 2011 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M••••••• M••••••• J••••• · Managing Member/Chief Compliance Officer,controlsince 12/2008 · owns 50% to 75%
- V••••••••• M••••••• A•••••• · Owner/Co-Ownercontrolsince 12/2008 · 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 |
|---|---|---|---|---|---|
| Troy, Mi · principal | 12 | 4 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Apr 27, 2026RAUM (Item 5.F) moved from $150,242,478 to $229,498,747 (+53.0%) between the annual amendments of 2025-03-17 and 2026-04-27; the peer median change was +15.0% (4550 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 897 to 1,181Feb 6, 2026 to Mar 9, 2026
- HNW clients · 21 to 39Feb 6, 2026 to Mar 9, 2026
- Individual clients · 876 to 1,143Feb 6, 2026 to Mar 9, 2026
- Assets in custody · $58.7M to $60.4MFeb 6, 2026 to Mar 9, 2026
- Discretionary RAUM · $150M to $229MFeb 6, 2026 to Mar 9, 2026
- HNW RAUM · $38.5M to $54.0MFeb 6, 2026 to Mar 9, 2026
- Individual RAUM · $112M to $176MFeb 6, 2026 to Mar 9, 2026
- Non-discretionary RAUM · $232,245 to $954,486Feb 6, 2026 to Mar 9, 2026
- RAUM · $150M to $229MFeb 6, 2026 to Mar 9, 2026
- Employees · 15 to 13Aug 14, 2025 to Feb 6, 2026
- Assets in custody · unset to 58715823.0Mar 17, 2025 to Aug 14, 2025
- Custody of client assets · false to trueMar 17, 2025 to Aug 14, 2025
- Accounts · 452 to 897Feb 10, 2025 to Mar 17, 2025
- HNW clients · 12 to 21Feb 10, 2025 to Mar 17, 2025
- Individual clients · 440 to 876Feb 10, 2025 to Mar 17, 2025
- Financial planning clients · 51-100 to 51-100Feb 10, 2025 to Mar 17, 2025
- Discretionary RAUM · $113M to $150MFeb 10, 2025 to Mar 17, 2025
- HNW RAUM · $23.2M to $38.5MFeb 10, 2025 to Mar 17, 2025
- Individual RAUM · $90.1M to $112MFeb 10, 2025 to Mar 17, 2025
- Non-discretionary RAUM · $291,942 to $232,245Feb 10, 2025 to Mar 17, 2025
- RAUM · $113M to $150MFeb 10, 2025 to Mar 17, 2025
- Advisory employees · 11 to 12Jul 11, 2024 to Sep 17, 2024
- Employees · 14 to 15Jul 11, 2024 to Sep 17, 2024
- State-registered IARs · 11 to 12Jul 11, 2024 to Sep 17, 2024
- Advisory employees · 10 to 11Mar 27, 2024 to Jul 11, 2024
- Employees · 13 to 14Mar 27, 2024 to Jul 11, 2024
- State-registered IARs · 10 to 11Mar 27, 2024 to Jul 11, 2024
- Accounts · 470 to 452Dec 12, 2023 to Mar 27, 2024
- Individual clients · 458 to 440Dec 12, 2023 to Mar 27, 2024
- Discretionary RAUM · $109M to $113MDec 12, 2023 to Mar 27, 2024
- HNW RAUM · $11.4M to $23.2MDec 12, 2023 to Mar 27, 2024
- Individual RAUM · $97.6M to $90.1MDec 12, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $300,000 to $291,942Dec 12, 2023 to Mar 27, 2024
- RAUM · $109M to $113MDec 12, 2023 to Mar 27, 2024
- Accounts · 661 to 470Sep 19, 2012 to Oct 26, 2023
- Advisory employees · unset to 10.0Sep 19, 2012 to Oct 26, 2023
- Charity clients · unset to 0.0Sep 19, 2012 to Oct 26, 2023
- Corporate clients · unset to 0.0Sep 19, 2012 to Oct 26, 2023
- HNW clients · unset to 12.0Sep 19, 2012 to Oct 26, 2023
- Individual clients · unset to 458.0Sep 19, 2012 to Oct 26, 2023
Signals
2 dated events
- V•••• L•• filed its initial SEC registration (Form ADV)Oct 26, 2023 · First SEC registration · fact
- G•••• W••••• A•••••••• left V•••• L•• for V••••••• A•••••••• I••• (registered 2023-01-05)Sep 1, 2022 · 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.
How to reach
public business contact points only, each with its source
- Website
- micheltenaglia.myhomehq.bizreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 248-526-6700reportedpublic record, Form ADV, May 8, 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
- $19.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026