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.

SEC-registered adviser

My Portfolio Guide, LLC

Independent wealth managerSeal Beach, CaliforniaCRD 153188SEC 801-129775websiteIAPD
Latest filing Feb 13, 2026
First filing on the tape Feb 26, 2024 · 3 filings
SEC status approved since Mar 28, 2024
RAUM
$201M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$200M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$100M
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
3 filings and snapshots on the tape
RAUM$201M as of Feb 13, 2026
Feb 26, 2025$142M then
HNW client RAUM$42.8M as of Feb 13, 2026
Feb 26, 2025$85.5M then
State-registered IARs (5.B.3)2 as of Feb 13, 2026
Feb 26, 20251 then
Employees (5.A)2 as of Feb 13, 2026
Feb 26, 20252 then
Private funds: no history
RAUM +41% over the last fiscal yearIARs 1 to 2
Practice profile
derived from the filing of Feb 13, 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
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$100MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
158derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$342,620derivedHNW RAUM over HNW clients
Average account
$307,791derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.3%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
+41%derivedbetween the last two annual amendments
Advisor growth, one year
+100%derivedItem 5.B.3 between annual amendments
Client growth, one year
+35%derived
Compensation
percentage of assets, hourlyreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, publications, educational seminarsreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$158M78%
  • High-net-worth individuals$42.8M21%
  • Pension and profit-sharing plans$550,3000.3%
Individual clients
190reported
HNW clients
125reported
Pension plan clients
3reported
Charitable clients
n/areported
Accounts
653reported
Financial planning clients
51-100reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, 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
NameBranchHere sinceIn industryPrior firms
Vladimir Matthew PixaSeal Beach, CaJan 1, 202528 y3
Jason Lee ClardySeal Beach, CaJan 5, 202610 y1
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
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Matthew Vladimir Pixa · Managing Member/Chief Compliance Officercontrol
    since 02/2010 · 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
OfficeAdvisorsJoinedLeftTeams outForming
Seal Beach, Ca · principal210
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
  • HNW share shiftChange between filings · filing Feb 13, 2026
    HNW share of RAUM moved from 60.0% to 21.0% between the annual amendments of 2025-02-26 and 2026-02-13
    peers: independent wealth managers, $100M to $500M (5,676)
  • account count surgeChange between filings · filing Feb 13, 2026
    accounts (Item 5.F.2.f) moved from 408.0 to 653.0 (+60.0%) between the annual amendments of 2025-02-26 and 2026-02-13; the peer median change was +5.0% (3688 comparable advisers, 96.0th percentile of changes)
    peers: independent wealth managers, $100M to $500M (3,688) · 96% percentile
  • RAUM up 25 %Change between filings · filing Feb 13, 2026
    RAUM (Item 5.F) moved from $142,461,566 to $200,987,737 (+41.0%) between the annual amendments of 2025-02-26 and 2026-02-13; the peer median change was +15.0% (4551 comparable advisers, 93.0th percentile of changes)
    peers: independent wealth managers, $100M to $500M (4,551) · 93% percentile
How anomalies are measured
What changed
consecutive filings, newest first
  • Accounts · 408 to 653
    Feb 26, 2025 to Feb 13, 2026
  • Advisory employees · 1 to 2
    Feb 26, 2025 to Feb 13, 2026
  • HNW clients · 50 to 125
    Feb 26, 2025 to Feb 13, 2026
  • Individual clients · 184 to 190
    Feb 26, 2025 to Feb 13, 2026
  • State-registered IARs · 1 to 2
    Feb 26, 2025 to Feb 13, 2026
  • Discretionary RAUM · $142M to $201M
    Feb 26, 2025 to Feb 13, 2026
  • HNW RAUM · $85.5M to $42.8M
    Feb 26, 2025 to Feb 13, 2026
  • Individual RAUM · $56.5M to $158M
    Feb 26, 2025 to Feb 13, 2026
  • Pension RAUM · $446,231 to $550,300
    Feb 26, 2025 to Feb 13, 2026
  • RAUM · $142M to $201M
    Feb 26, 2025 to Feb 13, 2026
  • Accounts · 410 to 408
    Feb 26, 2024 to Feb 26, 2025
  • HNW clients · 170 to 50
    Feb 26, 2024 to Feb 26, 2025
  • Individual clients · 20 to 184
    Feb 26, 2024 to Feb 26, 2025
  • Pension plan clients · unset to 3.0
    Feb 26, 2024 to Feb 26, 2025
  • Financial planning clients · 26-50 to 51-100
    Feb 26, 2024 to Feb 26, 2025
  • Discretionary RAUM · $114M to $142M
    Feb 26, 2024 to Feb 26, 2025
  • HNW RAUM · $102M to $85.5M
    Feb 26, 2024 to Feb 26, 2025
  • Individual RAUM · $12.0M to $56.5M
    Feb 26, 2024 to Feb 26, 2025
  • Non-discretionary RAUM · $28,000 to $0
    Feb 26, 2024 to Feb 26, 2025
  • Pension RAUM · unset to 446231.0
    Feb 26, 2024 to Feb 26, 2025
  • RAUM · $114M to $142M
    Feb 26, 2024 to Feb 26, 2025
Signals
2 dated events
  • My Portfolio Guide, Llc filed its initial SEC registration (Form ADV)
    Feb 26, 2024 · First SEC registration · fact
  • Matthew Porter Barton left My Portfolio Guide, Llc for Farther (registered 2022-07-18)
    Nov 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
Business phone
562-799-5595reportedpublished by the firm, firm site, Sep 17, 2026
Website
MYPORTFOLIOGUIDE.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
(562)799-5595reportedpublic record, Form ADV, Feb 13, 2026
Contact form
myportfolioguide.com/contactreportedpublished by the firm, firm site, Sep 17, 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
$100Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026