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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

SEC-registered adviser

T•••••••••

Independent wealth managerCRD 323931SEC 801-126927websiteIAPD
Legal name T••••••••• L••
Latest filing Mar 17, 2026
First filing on the tape Oct 22, 2022 · 11 filings
SEC status approved since Dec 22, 2022
RAUM
$10.0M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$10.0M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$10.0M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$10.0M as of Mar 17, 2026
Jan 31, 2023$6.3M then
HNW client RAUM$10.0M as of Mar 17, 2026
Jan 31, 2023$6.3M then
State-registered IARs (5.B.3)1 as of Mar 17, 2026
Jan 31, 20231 then
Employees (5.A)1 as of Mar 17, 2026
Jan 31, 20231 then
Private funds: no history
RAUM +25% over the last fiscal year+17% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 17, 2026; every figure names its basis
Archetypes, each a printed rule
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$10.0MderivedRAUM 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
$1.4MderivedRAUM 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
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+25%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, subscription, performance-basedreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 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)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$10.0M100%
Individual clients
0reported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
7reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
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
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
P•••••• B•••• B••••••Tiburon, CaAug 31, 202625 y2
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • B••••••• P••••••• B•••• · Ccocontrol
      since 10/2022 · owns less than 5%
    • K•••••• M••• · Trustee, B••• S•• T••••control
      since 01/2016 · owns 75% or more
    Entity owners
    • B••• S•• T•••• · Member
      direct · 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
    • Discretionary RAUM · $8.0M to $10.0M
      Oct 1, 2025 to Mar 17, 2026
    • HNW RAUM · $8.0M to $10.0M
      Oct 1, 2025 to Mar 17, 2026
    • RAUM · $8.0M to $10.0M
      Oct 1, 2025 to Mar 17, 2026
    • Financial planning clients · 0 to 0
      Jan 22, 2025 to Oct 1, 2025
    • HQ city · unset to
      Dec 12, 2024 to Jan 22, 2025
    • HQ state · unset to
      Dec 12, 2024 to Jan 22, 2025
    • Discretionary RAUM · $8.4M to $8.0M
      Dec 12, 2024 to Jan 22, 2025
    • HNW RAUM · $8.4M to $8.0M
      Dec 12, 2024 to Jan 22, 2025
    • RAUM · $8.4M to $8.0M
      Dec 12, 2024 to Jan 22, 2025
    • Advisory activities · 2 to 3
      May 26, 2024 to Dec 12, 2024
    • Discretionary RAUM · $6.3M to $8.4M
      Feb 14, 2024 to May 26, 2024
    • HNW RAUM · $6.3M to $8.4M
      Feb 14, 2024 to May 26, 2024
    • RAUM · $6.3M to $8.4M
      Feb 14, 2024 to May 26, 2024
    • Advisory activities · 4 to 2
      Nov 16, 2022 to Nov 17, 2022
    • Advisory activities · 5 to 4
      Oct 22, 2022 to Nov 16, 2022
    Signals
    2 dated events
    • Mari Kawawa (Trustee, B••• S•• T••••) appeared on Schedule A of Tinderwealth
      Nov 17, 2022 · Control person joined · fact
    • Tinderwealth filed its initial SEC registration (Form ADV)
      Oct 22, 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/82572995/adminreportedpublic record, Form ADV, Sep 18, 2026
    Website
    t•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
    Principal office phone
    415-690-7390reportedpublic record, Form ADV, Mar 17, 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
    $10.0Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026