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
Aspire Wealth Architects
Legal name Avalon Advisory Group LLC
Latest filing Mar 30, 2026
First filing on the tape May 11, 2018 · 19 filings
SEC status approved since Jun 11, 2018
RAUM
$290M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$290M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$72.6M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$290M as of Mar 30, 2026
Mar 22, 2019$165M then
HNW client RAUM$260M as of Mar 30, 2026
Mar 22, 2019$142M then
State-registered IARs (5.B.3)3 as of Mar 30, 2026
Mar 22, 20194 then
Employees (5.A)4 as of Mar 30, 2026
Mar 22, 20195 then
Private funds: no history
RAUM +13% over the last fiscal year+15% a year over threeIARs 4 to 3
Practice profile
derived from the filing of Mar 30, 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
- RAUM per advisor
- $72.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 34derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.8MderivedHNW RAUM over HNW clients
- Average account
- $635,151derivedRAUM 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
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- -25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -18%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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$260M90%
- Individuals$30.2M10%
- Individual clients
- 83reported
- HNW clients
- 54reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 457reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- 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
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Caitlin Nmn Cully | Wexford, Pa | Jun 30, 2018 | 19 y | 3 |
| John Joseph Cully | Wexford, Pa | Jul 2, 2018 | 40 y | 3 |
| Walter Andrew LaubCertified Financial Planner, Chartered Financial Analyst | Wexford, Pa | Aug 22, 2018 | 16 y | 1 |
| Christopher Stephen ContiCertified Financial Planner | Wexford, Pa | Sep 3, 2026 | 9 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 25% of current headcount1 left over 36 months
Left, latest
- Ian Cully to Ritholtz Wealth ManagementOct 14, 2025 · RIA to RIA
Joined, latest
- Walter Andrew Laub from Wealthcare Capital Management LLCAug 22, 2018 · RIA to a newly registered adviser
- John Joseph Cully from Wealthcare Capital Management LLCJul 2, 2018 · RIA to a newly registered adviser
- Caitlin Nmn Cully from Wealthcare Capital Management LLCJun 30, 2018 · RIA to a newly registered adviser
- Ian Cully from Wealthcare Capital Management LLCJun 28, 2018 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Wealthcare Capital Management LLCJul 2, 2018 · Pittsburgh, Pa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Nmn Caitlin Cully · Principalcontrolsince 05/2018 · owns 25% to 50%
- Ian Cully · Principal, Ccocontrolsince 05/2018 · owns 25% to 50%
- Joseph John Cully · Principalcontrolsince 05/2018 · owns 10% to 25%
- Andrew Walter Laub · Partner / Director Of Financial Planningsince 08/2021 · owns 10% to 25%
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 |
|---|---|---|---|---|---|
| Wexford, Pa · principal | 4 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 530 to 457Oct 30, 2025 to Mar 30, 2026
- HNW clients · 57 to 54Oct 30, 2025 to Mar 30, 2026
- Individual clients · 110 to 83Oct 30, 2025 to Mar 30, 2026
- Discretionary RAUM · $248M to $290MOct 30, 2025 to Mar 30, 2026
- HNW RAUM · $193M to $260MOct 30, 2025 to Mar 30, 2026
- Individual RAUM · $63.5M to $30.2MOct 30, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $8.8M to $0Oct 30, 2025 to Mar 30, 2026
- RAUM · $257M to $290MOct 30, 2025 to Mar 30, 2026
- Advisory employees · 4 to 3Aug 25, 2025 to Oct 30, 2025
- Employees · 5 to 4Aug 25, 2025 to Oct 30, 2025
- State-registered IARs · 4 to 3Aug 25, 2025 to Oct 30, 2025
- Accounts · 505 to 530Mar 27, 2024 to Mar 28, 2025
- HNW clients · 54 to 57Mar 27, 2024 to Mar 28, 2025
- Individual clients · 101 to 110Mar 27, 2024 to Mar 28, 2025
- Financial planning clients · 101-250 to 101-250Mar 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $223M to $248MMar 27, 2024 to Mar 28, 2025
- HNW RAUM · $177M to $193MMar 27, 2024 to Mar 28, 2025
- Individual RAUM · $50.2M to $63.5MMar 27, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $4.3M to $8.8MMar 27, 2024 to Mar 28, 2025
- RAUM · $227M to $257MMar 27, 2024 to Mar 28, 2025
- Accounts · 451 to 505Nov 30, 2023 to Mar 27, 2024
- HNW clients · 50 to 54Nov 30, 2023 to Mar 27, 2024
- Individual clients · 85 to 101Nov 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $150M to $223MNov 30, 2023 to Mar 27, 2024
- HNW RAUM · $149M to $177MNov 30, 2023 to Mar 27, 2024
- Individual RAUM · $39.4M to $50.2MNov 30, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $38.2M to $4.3MNov 30, 2023 to Mar 27, 2024
- RAUM · $189M to $227MNov 30, 2023 to Mar 27, 2024
- Accounts · 440 to 451Jan 31, 2023 to Mar 31, 2023
- HNW clients · 47 to 50Jan 31, 2023 to Mar 31, 2023
- Individual clients · 89 to 85Jan 31, 2023 to Mar 31, 2023
- Discretionary RAUM · $210M to $150MJan 31, 2023 to Mar 31, 2023
- HNW RAUM · $185M to $149MJan 31, 2023 to Mar 31, 2023
- Individual RAUM · $47.5M to $39.4MJan 31, 2023 to Mar 31, 2023
- Non-discretionary RAUM · $22.6M to $38.2MJan 31, 2023 to Mar 31, 2023
- RAUM · $233M to $189MJan 31, 2023 to Mar 31, 2023
- Accounts · 412 to 440Mar 31, 2021 to Mar 31, 2022
- HNW clients · 45 to 47Mar 31, 2021 to Mar 31, 2022
- Individual clients · 84 to 89Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $205M to $210MMar 31, 2021 to Mar 31, 2022
Signals
2 dated events
- Ian Cully left Aspire Wealth Architects for Ritholtz Wealth Management (registered 2025-10-01)Oct 14, 2025 · Advisor changed firm · fact
- Aspire Wealth Architects filed its initial SEC registration (Form ADV)May 11, 2018 · 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 email
- client.services@aspirewealtharchitects.comreportedpublished by the firm, firm site, Sep 15, 2026
- Website
- ASPIREWEALTHARCHITECTS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (412) 879-0584reportedpublic record, Form ADV, Mar 30, 2026
- Team page
- aspirewealtharchitects.com/our-teamreportedpublished 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
- $72.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026