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
M••••••• • P••• P•••••• W•••••
Legal name M••••••• • P••• P•••••• W•••••• L••
Latest filing Feb 3, 2026
First filing on the tape Feb 26, 2020 · 10 filings
SEC status approved since Mar 27, 2020
RAUM
$450M
reported, Item 5.F
Discretionary
91%
of RAUM
Private clients
98%
$443M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$225M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$450M as of Feb 3, 2026
Feb 2, 2021$322M then
HNW client RAUM$395M as of Feb 3, 2026
Feb 2, 2021$271M then
State-registered IARs (5.B.3)2 as of Feb 3, 2026
Feb 2, 20212 then
Employees (5.A)4 as of Feb 3, 2026
Feb 2, 20213 then
Private funds: no history
RAUM +11% over the last fiscal year+13% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Feb 3, 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
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $225MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 113derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.4MderivedHNW RAUM over HNW clients
- Average account
- $489,068derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 91%derivedof RAUM
- Institutional
- 1.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Wrap fee program
- $450MreportedItem 5.I
- Custody
- $87.8M, 55 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$395M88%
- Individuals$48.6M11%
- Charitable organizations$6.9M1.5%
- Individual clients
- 136reported
- HNW clients
- 89reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 920reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $89.2M sponsored, $0 managedreported
- Custody of client assets
- $87.8M for 55 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••• D• M••••••• | Oklahoma City, Ok | Jun 9, 2020 | 24 y | 2 |
| C•••••• P••• | Oklahoma City, Ok | Jun 9, 2020 | 20 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- B•••• D• M••••••• from W•••• F•••• A•••••••Jun 9, 2020 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- C•••••• P••• from W•••• F•••• A•••••••Jun 9, 2020 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from W•••• F•••• A•••••••Jun 10, 2020 · Oklahoma City, Ok
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M•••••••• B••••• D• · Partner, Portfolio Manager, Chief Compliance Officercontrolsince 01/2020 · owns 50% to 75%
- P•••• C•••••• · Partner, Wealth Managercontrolsince 01/2020 · 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 |
|---|---|---|---|---|---|
| Oklahoma City, Ok · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 910 to 920Oct 15, 2025 to Feb 3, 2026
- HNW clients · 88 to 89Oct 15, 2025 to Feb 3, 2026
- Individual clients · 137 to 136Oct 15, 2025 to Feb 3, 2026
- Assets in custody · $35.7M to $87.8MOct 15, 2025 to Feb 3, 2026
- Discretionary RAUM · $369M to $410MOct 15, 2025 to Feb 3, 2026
- HNW RAUM · $351M to $395MOct 15, 2025 to Feb 3, 2026
- Individual RAUM · $47.9M to $48.6MOct 15, 2025 to Feb 3, 2026
- Non-discretionary RAUM · $37.1M to $39.9MOct 15, 2025 to Feb 3, 2026
- RAUM · $406M to $450MOct 15, 2025 to Feb 3, 2026
- Wrap assets (sponsor) · $83.3M to $89.2MOct 15, 2025 to Feb 3, 2026
- Financial planning clients · 0 to 0Mar 14, 2025 to Oct 15, 2025
- Accounts · 900 to 910Mar 15, 2024 to Mar 14, 2025
- HNW clients · 84 to 88Mar 15, 2024 to Mar 14, 2025
- Individual clients · 145 to 137Mar 15, 2024 to Mar 14, 2025
- Assets in custody · $26.1M to $35.7MMar 15, 2024 to Mar 14, 2025
- Discretionary RAUM · $319M to $369MMar 15, 2024 to Mar 14, 2025
- HNW RAUM · $298M to $351MMar 15, 2024 to Mar 14, 2025
- Individual RAUM · $49.9M to $47.9MMar 15, 2024 to Mar 14, 2025
- Non-discretionary RAUM · $35.0M to $37.1MMar 15, 2024 to Mar 14, 2025
- RAUM · $354M to $406MMar 15, 2024 to Mar 14, 2025
- Wrap assets (sponsor) · $76.2M to $83.3MMar 15, 2024 to Mar 14, 2025
- Accounts · 905 to 900Mar 17, 2023 to Mar 15, 2024
- HNW clients · 77 to 84Mar 17, 2023 to Mar 15, 2024
- Individual clients · 154 to 145Mar 17, 2023 to Mar 15, 2024
- Assets in custody · $18.4M to $26.1MMar 17, 2023 to Mar 15, 2024
- Discretionary RAUM · $287M to $319MMar 17, 2023 to Mar 15, 2024
- HNW RAUM · $257M to $298MMar 17, 2023 to Mar 15, 2024
- Individual RAUM · $50.8M to $49.9MMar 17, 2023 to Mar 15, 2024
- Non-discretionary RAUM · $27.6M to $35.0MMar 17, 2023 to Mar 15, 2024
- RAUM · $314M to $354MMar 17, 2023 to Mar 15, 2024
- Wrap assets (sponsor) · $72.0M to $76.2MMar 17, 2023 to Mar 15, 2024
- Accounts · 890 to 905Mar 18, 2022 to Mar 17, 2023
- HNW clients · 89 to 77Mar 18, 2022 to Mar 17, 2023
- Individual clients · 143 to 154Mar 18, 2022 to Mar 17, 2023
- Assets in custody · $13.9M to $18.4MMar 18, 2022 to Mar 17, 2023
- Discretionary RAUM · $316M to $287MMar 18, 2022 to Mar 17, 2023
- HNW RAUM · $300M to $257MMar 18, 2022 to Mar 17, 2023
- Individual RAUM · $42.6M to $50.8MMar 18, 2022 to Mar 17, 2023
- Non-discretionary RAUM · $33.7M to $27.6MMar 18, 2022 to Mar 17, 2023
- RAUM · $350M to $314MMar 18, 2022 to Mar 17, 2023
Signals
1 dated events
- M••••••• • P••• P•••••• W••••• filed its initial SEC registration (Form ADV)Feb 26, 2020 · 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
- info@m•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 405-608-2280reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- mpprivatewealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 405-608-2280reportedpublic record, Form ADV, Feb 3, 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
- $225Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026