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

Domain Money Advisors, LLC

Independent wealth managerNew York, New YorkCRD 316434SEC 801-122828websiteIAPD
Latest filing May 20, 2026
First filing on the tape Nov 5, 2021 · 23 filings
SEC status approved since Dec 7, 2021
RAUM
$43.3M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$43.3M individuals and HNW
Advisors
21
registered through the firm on IAPD
RAUM per advisor
$2.1M
derived; firm RAUM over IAPD count
Employees
39
14 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$43.3M as of May 20, 2026
Mar 30, 2022$369,052 then
HNW client RAUM: $27.8M
State-registered IARs (5.B.3)14 as of May 20, 2026
Mar 30, 20220 then
Employees (5.A)39 as of May 20, 2026
Mar 30, 20228 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 5 to 14
Practice profile
derived from the filing of May 20, 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
  • Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
RAUM per advisor
$2.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
9derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.9MderivedHNW RAUM over HNW clients
Average account
$116,358derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.9derivedItem 5.A over advisors
Advisors per office
21.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
+180%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
hourly, fixed fees, subscriptionreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 5.G
Financial planning clients
1,476reportedItem 5.H
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
  • 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)
  • marketing includes testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$27.8M64%
  • Individuals$15.5M36%
Individual clients
167reported
HNW clients
15reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
372reported
Financial planning clients
1,476reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
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
21 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Adrianna AdamsCertified Financial PlannerNew York, Ny Mar 21, 202313 y1
Emily Kathryn BarbeCertified Financial PlannerMiami, Fl Apr 8, 202414 y2
Julian FairchildCertified Financial PlannerBaltimore, Md Jan 15, 202510 y1
Erin Nicole GrayNew York, Ny Jun 12, 202513 y2
Chelsea Ann HodlCertified Financial PlannerNew York, Ny Sep 29, 202512 y2
Cody Michael WinterCertified Financial PlannerSyracuse, Ny Nov 18, 202511 y2
James Andrew MurphyCertified Financial PlannerCenterville, Ut Dec 17, 202512 y3
Sara Emily WrightCertified Financial PlannerMesa, Az Jan 16, 202611 y3
Thomas Robert WareingCertified Financial Planner, Chartered Financial ConsultantNew York, Ny Feb 19, 202610 y2
Jeffrey Brandon EmmingerCertified Financial PlannerHuntersville, Nc Apr 1, 202610 y1
Julia Catherine GroseCertified Financial PlannerLittleton, Co Apr 2, 202612 y2
Alexandria Bethany Shockey TuckerCertified Financial PlannerCopley, Oh Apr 2, 202611 y2
John Brian SmithCertified Financial PlannerNew York, Ny Apr 14, 202612 y3
Brian Andrew TurnerCertified Financial PlannerEnterprise, Ut Apr 24, 202628 y8
Kate Frances LaportaCertified Financial PlannerNew York, Ny Apr 28, 202614 y2
Macy Rose Fingerhut ReimboldNew York, Ny May 1, 202612 y1
Jocelyn Diane MuehlbauerCertified Financial PlannerNew York, Ny May 17, 202611 y1
Ramona Janina MaiorCertified Financial PlannerGlendale, Az Jun 3, 202614 y5
Beau D'AgostinoCertified Financial PlannerPhoenix, Az Jun 12, 202611 y1
Alex Garner McdonaldCertified Financial PlannerWilmington, Nc Aug 21, 202615 y5
Carmina Victoria LongNew York, Ny Sep 2, 202615 y3
Advisor movement
3 left, 18 joined in 12 months
net +15 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 14% of current headcount6 left over 36 months
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Robert Adam Dell · President & Chief Executive Officercontrol
    since 08/2021 · owns less than 5%
  • Lee-On Pedahzur · Chief Compliance Officercontrol
    since 12/2023 · owns less than 5%
  • Robert Adam Dell · Shareholdercontrol
    since 05/2021 · owns 50% to 75% of Domain Money, Inc.
Entity owners
  • Domain Money, Inc. · Member
    direct · 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
New York, Ny · principal21173
Glendale, Az220
Phoenix, Az220
Cleveland, Oh100
Fargo, Nd000
Mill Valley, Ca000
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
  • advisor count surgeChange between filings · filing Apr 8, 2026
    advisory representatives (Item 5.B.3) moved from 5.0 to 14.0 (+180.0%) between the annual amendments of 2025-03-18 and 2026-04-08; the peer median change was 0.0% (57 comparable advisers, 100.0th percentile of changes)
    peers: independent wealth managers, under $100M (57) · 100% percentile
  • employee count surgeChange between filings · filing Apr 8, 2026
    employees (Item 5.A) moved from 18.0 to 39.0 (+117.0%) between the annual amendments of 2025-03-18 and 2026-04-08; the peer median change was 0.0% (57 comparable advisers, 98.0th percentile of changes)
    peers: independent wealth managers, under $100M (57) · 98% percentile
How anomalies are measured
What changed
consecutive filings, newest first
  • Accounts · 0 to 372
    Apr 8, 2026 to May 20, 2026
  • HNW clients · unset to 15.0
    Apr 8, 2026 to May 20, 2026
  • Individual clients · 0 to 167
    Apr 8, 2026 to May 20, 2026
  • Discretionary RAUM · $0 to $43.3M
    Apr 8, 2026 to May 20, 2026
  • HNW RAUM · unset to 27786143.0
    Apr 8, 2026 to May 20, 2026
  • Individual RAUM · $0 to $15.5M
    Apr 8, 2026 to May 20, 2026
  • RAUM · $0 to $43.3M
    Apr 8, 2026 to May 20, 2026
  • Advisory employees · 9 to 14
    Nov 17, 2025 to Feb 27, 2026
  • Advisory activities · 1 to 2
    Nov 17, 2025 to Feb 27, 2026
  • Employees · 18 to 39
    Nov 17, 2025 to Feb 27, 2026
  • Insurance-licensed employees · 1 to 2
    Nov 17, 2025 to Feb 27, 2026
  • Financial planning clients · 251-500 to More than 500
    Nov 17, 2025 to Feb 27, 2026
  • State-registered IARs · 5 to 14
    Nov 17, 2025 to Feb 27, 2026
  • Financial planning clients · 0 to 251-500
    Mar 18, 2025 to Jun 25, 2025
  • Advisory employees · 5 to 9
    Dec 19, 2024 to Mar 18, 2025
  • Employees · 16 to 18
    Dec 19, 2024 to Mar 18, 2025
  • Financial planning clients · 1-10 to 0
    Dec 19, 2024 to Mar 18, 2025
  • Accounts · unset to 0.0
    Jan 12, 2024 to Mar 29, 2024
  • Employees · 10 to 16
    Jan 12, 2024 to Mar 29, 2024
  • Financial planning clients · 0 to 1-10
    Jan 12, 2024 to Mar 29, 2024
  • Discretionary RAUM · unset to 0.0
    Jan 12, 2024 to Mar 29, 2024
  • Non-discretionary RAUM · unset to 0.0
    Jan 12, 2024 to Mar 29, 2024
  • RAUM · unset to 0.0
    Jan 12, 2024 to Mar 29, 2024
  • Accounts · 0.0 to unset
    Nov 30, 2023 to Jan 12, 2024
  • Advisory employees · 2 to 5
    Nov 30, 2023 to Jan 12, 2024
  • Advisory activities · 2 to 1
    Nov 30, 2023 to Jan 12, 2024
  • Employees · 4 to 10
    Nov 30, 2023 to Jan 12, 2024
  • Insurance-licensed employees · 0 to 1
    Nov 30, 2023 to Jan 12, 2024
  • State-registered IARs · 0 to 5
    Nov 30, 2023 to Jan 12, 2024
  • Discretionary RAUM · 0.0 to unset
    Nov 30, 2023 to Jan 12, 2024
  • Non-discretionary RAUM · 0.0 to unset
    Nov 30, 2023 to Jan 12, 2024
  • RAUM · 0.0 to unset
    Nov 30, 2023 to Jan 12, 2024
  • Advisory employees · 1 to 2
    Sep 20, 2022 to Mar 23, 2023
  • Advisory activities · 1 to 2
    Sep 20, 2022 to Mar 23, 2023
  • Assets in custody · unset to 0.0
    Sep 20, 2022 to Mar 23, 2023
  • Employees · 2 to 4
    Sep 20, 2022 to Mar 23, 2023
  • Financial planning clients · unset to 0
    Sep 20, 2022 to Mar 23, 2023
  • Accounts · 398 to 0
    Mar 30, 2022 to Sep 20, 2022
  • Advisory employees · 4 to 1
    Mar 30, 2022 to Sep 20, 2022
  • Advisory activities · 2 to 1
    Mar 30, 2022 to Sep 20, 2022
Signals
11 dated events
  • Tyson Fuller left Domain Money Advisors, Llc for Q3 Advisors, Llc (registered 2026-03-23)
    Apr 22, 2026 · Advisor changed firm · fact
  • Kendall Meade left Domain Money Advisors, Llc for Sofi Wealth Llc (registered 2026-03-30)
    Mar 3, 2026 · Advisor changed firm · fact
  • Whitney Anne Pappas left Domain Money Advisors, Llc for Cornerstone Wealth (registered 2025-11-16)
    Feb 5, 2026 · Advisor changed firm · fact
  • Kathryn D Song left Domain Money Advisors, Llc for Katy Song Financial Planning, Inc. (registered 2026-01-01)
    Apr 17, 2025 · Advisor changed firm · fact
  • Brian Matthews left Domain Money Advisors, Llc for Concourse Financial Group Advisors (registered 2025-02-20)
    Jan 2, 2025 · Advisor changed firm · fact
  • Mitchell Alban Kotheimer left Domain Money Advisors, Llc for Independence Wealth Advisors, Llc (registered 2024-11-05)
    Oct 30, 2024 · Advisor changed firm · fact
  • A Jeremy Heckerling (Chief Compliance Officer) no longer on Schedule A of Domain Money Advisors, Llc (listed 2023-11-30, absent 2024-01-12)
    Jan 12, 2024 · Control person left · inference
  • Lee-On Pedahzur (Chief Compliance Officer) appeared on Schedule A of Domain Money Advisors, Llc
    Jan 12, 2024 · Control person joined · fact
  • A Jeremy Heckerling (Chief Compliance Officer) appeared on Schedule A of Domain Money Advisors, Llc
    May 31, 2023 · Control person joined · fact
  • Jonathan Birnbaum (Chief Operating Officer) no longer on Schedule A of Domain Money Advisors, Llc (listed 2022-03-30, absent 2022-09-20)
    Sep 20, 2022 · Control person left · inference
  • Domain Money Advisors, Llc filed its initial SEC registration (Form ADV)
    Nov 5, 2021 · 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
Firm profile
linkedin.com/company/domainmoneyreportedpublic record, Form ADV, Sep 17, 2026
Website
domainmoney.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
646-970-6926reportedpublic record, Form ADV, May 20, 2026
Team page
domainmoney.com/advisorsreportedpublished 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
$2.1Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026