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

Domani Wealth, LLC

Former SEC-registered adviserLancaster, PennsylvaniaCRD 174303SEC 801-80939IAPD
Latest filing Mar 28, 2023
First filing on the tape Jan 30, 2015 · 37 filings
RAUM
$1.3B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
91%
$1.2B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
23
18 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$1.3B as of Mar 24, 2023
Mar 3, 2015$889M then
HNW client RAUM$1.0B as of Mar 24, 2023
Mar 29, 2018$918M then
State-registered IARs (5.B.3)18 as of Mar 24, 2023
Mar 3, 201516 then
Employees (5.A)23 as of Mar 24, 2023
Mar 3, 201520 then
Private funds: no history
RAUM -11% over the last fiscal year+0.4% a year over threeIARs 21 to 18offices 6 to 5
Practice profile
derived from the filing of Mar 28, 2023; every figure names its basis
RAUM per advisor
$73.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
50derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.8MderivedHNW RAUM over HNW clients
Average account
$426,939derivedRAUM over accounts (5.F.2.f)
Discretionary
99%derivedof RAUM
Institutional
8.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
3.0derived6 offices incl. principal (1.F.5)
RAUM growth, one year
-11%derivedbetween the last two annual amendments
Advisor growth, one year
-14%derivedItem 5.B.3 between annual amendments
Client growth, one year
-1.6%derived
Compensation
percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
Custody
$226M, 147 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
  • 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
  • High-net-worth individuals$1.0B78%
  • Individuals$175M13%
  • Charitable organizations$95.6M7.2%
  • Pension and profit-sharing plans$17.7M1.3%
  • Corporations and businesses$9.1M0.7%
Individual clients
536reported
HNW clients
368reported
Pension plan clients
9reported
Charitable clients
15reported
Accounts
3,114reported
Financial planning clients
51-100reported
Wrap fee programs
noreported
Custody of client assets
$226M for 147 clientsreported
Compensation
% of AUM, fixed, hourlyreported
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
Joined, latest
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
  • Francis John Hensler · President/Treasurercontrol
    since 01/2015 · owns less than 5%
  • Douglas Scott Michael · Chief Compliance Officercontrol
    since 01/2015 · owns less than 5%
  • Anthony Robert Pietrandrea · Member Of Board Of Managerscontrol
    since 01/2015 · owns less than 5%
  • Henry Posner · Member Of Board Of Managerscontrol
    since 01/2015 · owns less than 5%
  • Michelle Angela Stephenson · Chief Operations Officercontrol
    since 01/2015 · owns 5% to 10%
  • Keith Thomas Williams · Chief Executive Officercontrol
    since 01/2015 · owns less than 5%
  • David Thomas Wright · Chairman Of The Boardcontrol
    since 01/2015 · owns less than 5%
  • David Thomas Wright · Secretarycontrol
    since 01/2015 · owns less than 5%
Entity owners
  • Hawthorne Wealth Management Holdings, LLC · Owner
    direct · owns 75% or more
  • Blair Oak Investments, LP · General Partner
    indirect · owns F of Hawthorne Wealth Management Holdings, LLC
  • Hawthorne Partners II · Managing Member
    indirect · owns 75% or more of Hawthorne Wealth Management Holdings, LLC
  • Hjp Acquisition, LP · General Partner
    indirect · owns F of Hawthorne Wealth Management Holdings, LLC
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
  • Wyomissing, PA3 employees
  • Hanover, PA2 employees
  • York, PA2 employees
  • , 1 employees
What changed
consecutive filings, newest first
  • Accounts · 3,108 to 3,114
    Nov 10, 2022 to Mar 24, 2023
  • Advisory employees · 22 to 18
    Nov 10, 2022 to Mar 24, 2023
  • HNW clients · 388 to 368
    Nov 10, 2022 to Mar 24, 2023
  • Individual clients · 531 to 536
    Nov 10, 2022 to Mar 24, 2023
  • Pension plan clients · 89 to 9
    Nov 10, 2022 to Mar 24, 2023
  • Assets in custody · $195M to $226M
    Nov 10, 2022 to Mar 24, 2023
  • Employees · 22 to 23
    Nov 10, 2022 to Mar 24, 2023
  • State-registered IARs · 21 to 18
    Nov 10, 2022 to Mar 24, 2023
  • Other offices · 6 to 5
    Nov 10, 2022 to Mar 24, 2023
  • Discretionary RAUM · $1.5B to $1.3B
    Nov 10, 2022 to Mar 24, 2023
  • HNW RAUM · $1.2B to $1.0B
    Nov 10, 2022 to Mar 24, 2023
  • Individual RAUM · $180M to $175M
    Nov 10, 2022 to Mar 24, 2023
  • Non-discretionary RAUM · $17.3M to $15.7M
    Nov 10, 2022 to Mar 24, 2023
  • Pension RAUM · $19.4M to $17.7M
    Nov 10, 2022 to Mar 24, 2023
  • RAUM · $1.5B to $1.3B
    Nov 10, 2022 to Mar 24, 2023
  • Accounts · 3,005 to 3,108
    Jun 29, 2021 to Mar 7, 2022
  • Charity clients · 14 to 15
    Jun 29, 2021 to Mar 7, 2022
  • Corporate clients · 15 to 14
    Jun 29, 2021 to Mar 7, 2022
  • HNW clients · 352 to 388
    Jun 29, 2021 to Mar 7, 2022
  • Individual clients · 620 to 531
    Jun 29, 2021 to Mar 7, 2022
  • Pension plan clients · 8 to 89
    Jun 29, 2021 to Mar 7, 2022
  • Assets in custody · $183M to $195M
    Jun 29, 2021 to Mar 7, 2022
  • Employees · 25 to 22
    Jun 29, 2021 to Mar 7, 2022
  • Financial planning clients · 251-500 to 51-100
    Jun 29, 2021 to Mar 7, 2022
  • State-registered IARs · 22 to 21
    Jun 29, 2021 to Mar 7, 2022
  • Other offices · 3 to 6
    Jun 29, 2021 to Mar 7, 2022
  • Discretionary RAUM · $1.4B to $1.5B
    Jun 29, 2021 to Mar 7, 2022
  • HNW RAUM · $1.0B to $1.2B
    Jun 29, 2021 to Mar 7, 2022
  • Individual RAUM · $215M to $180M
    Jun 29, 2021 to Mar 7, 2022
  • Non-discretionary RAUM · $15.0M to $17.3M
    Jun 29, 2021 to Mar 7, 2022
  • Pension RAUM · $23.4M to $19.4M
    Jun 29, 2021 to Mar 7, 2022
  • RAUM · $1.4B to $1.5B
    Jun 29, 2021 to Mar 7, 2022
  • Other offices · 4 to 3
    Mar 5, 2021 to May 13, 2021
  • Accounts · 2,777 to 3,005
    Jun 25, 2020 to Mar 4, 2021
  • Advisory employees · 26 to 22
    Jun 25, 2020 to Mar 4, 2021
  • Charity clients · 15 to 14
    Jun 25, 2020 to Mar 4, 2021
  • Corporate clients · 17 to 15
    Jun 25, 2020 to Mar 4, 2021
  • HNW clients · 426 to 352
    Jun 25, 2020 to Mar 4, 2021
  • Individual clients · 569 to 620
    Jun 25, 2020 to Mar 4, 2021
  • Pension plan clients · 13 to 8
    Jun 25, 2020 to Mar 4, 2021
Signals
24 dated events
  • Domani Wealth, LLC's advisors moved to Savant Wealth Management (Lancaster, PA): 18 of 18 registered, on the same day
    Aug 4, 2023 · Firm absorbed (people side) · derived
  • Amanda Leigh Faith left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-15)
    Aug 4, 2023 · Advisor changed firm · fact
  • Michael Joseph Dinan left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Angela Renee Berkosky left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-15)
    Aug 4, 2023 · Advisor changed firm · fact
  • Paul Bryant Elfner left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Richard Patrick Ellenberger left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Timothy Michael Sokoloski left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Joseph Peter Marmorato left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Thomas Keith Williams left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Angela Michelle Stephenson left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Jennifer Lynn Hill left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Christopher Michael Stock left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Kenneth Lee Eshleman left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Matthew Murray Gavel left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Scott Douglas Michael left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Robert Francis Wurster left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Kyle Brandon Beissel left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Michael Joseph Spangler left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Jacqueline Elizabeth Keener left Domani Wealth, Llc for Savant Wealth Management (registered 2023-05-12)
    Aug 4, 2023 · Advisor changed firm · fact
  • Aaron Eduard Stolpen left Domani Wealth, Llc for Legacy Advisors, Llc (registered 2023-09-22)
    Mar 24, 2023 · Advisor changed firm · fact
  • Anthony Robert Knight left Domani Wealth, Llc for Greenspring Advisors, Llc (registered 2023-04-05)
    Jan 30, 2023 · Advisor changed firm · fact
  • Steven Patrick Maher left Domani Wealth, Llc for Cool Creek Financial (registered 2022-09-26)
    Aug 22, 2022 · Advisor changed firm · fact
  • Parentebeard Wealth Management filed its initial SEC registration (Form ADV)
    Jan 30, 2015 · First SEC registration · fact
  • Parentebeard Wealth Management reported succeeding to the business of Another Adviser (Form ADV Item 4)
    Jan 30, 2015 · Succession (Item 4) · 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