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
Addition Wealth
Legal name Addable Money LLC
Latest filing Mar 31, 2026
First filing on the tape May 26, 2022 · 9 filings
SEC status approved since Aug 4, 2022
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
23
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$0 as of Mar 31, 2026
Mar 24, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 22, 20230 then
Employees (5.A)23 as of Mar 31, 2026
Mar 22, 202317 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- 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)
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $0derivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 23.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed feesreportedItem 5.E
- Advisory activities
- financial planning, selection of other advisers, educational seminarsreportedItem 5.G
- Financial planning clients
- 1,500reportedItem 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
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 0reported
- Financial planning clients
- 1,500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- fixedreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ana Clara Mahony | New York, Ny | May 9, 2023 | 12 y | 0 |
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
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Clara Ana Mahony · Chief Executive Officer / Chief Compliance Officercontrolsince 09/2020 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 10 to 13Mar 24, 2025 to Mar 31, 2026
- Employees · 26 to 23Mar 24, 2025 to Mar 31, 2026
- Insurance-licensed employees · 10 to 13Mar 24, 2025 to Mar 31, 2026
- Financial planning clients · 251-500 to More than 500Mar 24, 2025 to Mar 31, 2026
- Legal name · RETIRE SOUND INC. to ADDABLE MONEY LLCMar 24, 2025 to Mar 31, 2026
- Organization form · Corporation to Limited Liability CompanyMar 24, 2025 to Mar 31, 2026
- Succession · false to trueMar 24, 2025 to Mar 31, 2026
- Accounts · unset to 0.0Sep 26, 2024 to Mar 24, 2025
- Advisory employees · 12 to 10Sep 26, 2024 to Mar 24, 2025
- Employees · 17 to 26Sep 26, 2024 to Mar 24, 2025
- Insurance-licensed employees · 12 to 10Sep 26, 2024 to Mar 24, 2025
- Financial planning clients · 251-500 to 251-500Sep 26, 2024 to Mar 24, 2025
- HQ city · unset to Sep 26, 2024 to Mar 24, 2025
- HQ state · unset to Sep 26, 2024 to Mar 24, 2025
- Discretionary RAUM · unset to 0.0Sep 26, 2024 to Mar 24, 2025
- Non-discretionary RAUM · unset to 0.0Sep 26, 2024 to Mar 24, 2025
- RAUM · unset to 0.0Sep 26, 2024 to Mar 24, 2025
- HQ city · NEW YORK to unsetApr 8, 2024 to Sep 26, 2024
- HQ state · NY to unsetApr 8, 2024 to Sep 26, 2024
- Advisory employees · 7 to 12Mar 22, 2023 to Mar 25, 2024
- Advisory activities · 1 to 3Mar 22, 2023 to Mar 25, 2024
- Insurance-licensed employees · 7 to 12Mar 22, 2023 to Mar 25, 2024
- Financial planning clients · unset to 251-500Mar 22, 2023 to Mar 25, 2024
- Advisory employees · 0 to 7Nov 22, 2022 to Mar 22, 2023
- Employees · 10 to 17Nov 22, 2022 to Mar 22, 2023
- Insurance-licensed employees · 0 to 7Nov 22, 2022 to Mar 22, 2023
Signals
2 dated events
- Addition Wealth reported succeeding to the business of Addition Wealth (Form ADV Item 4)Mar 31, 2026 · Succession (Item 4) · fact
- Addition Wealth filed its initial SEC registration (Form ADV)May 26, 2022 · 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/addition-wealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- additionwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 917-426-6711reportedpublic record, Form ADV, Mar 31, 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
- No RAUM reportedderiveda 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