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
A• W••••• P•••••••
Wealth manager with institutional or fund businessBerwyn, PennsylvaniaCRD 326708SEC 801-128024websiteIAPD
Legal name A••••••• C••••••• L••
Latest filing Mar 26, 2026
First filing on the tape Apr 21, 2023 · 12 filings
SEC status approved since May 22, 2023
RAUM
$1.1B
reported, Item 5.F
Discretionary
80%
of RAUM
Private clients
34%
$368M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$178M
derived; firm RAUM over IAPD count
Employees
13
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$1.1B as of Mar 26, 2026
Jan 31, 2024$131M then
HNW client RAUM$266M as of Mar 26, 2026
Mar 7, 2025$97.4M then
State-registered IARs (5.B.3)8 as of Mar 26, 2026
Jan 31, 20246 then
Employees (5.A)13 as of Mar 26, 2026
Jan 31, 202412 then
Private funds: no history
RAUM +129% over the last fiscal yearIARs 8 to 8
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $178MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 62derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $332,210derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 80%derivedof RAUM
- Institutional
- 7.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.2derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +129%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +116%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publicationsreportedItem 5.G
- Wrap fee program
- $591MreportedItem 5.I
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$266M59%
- Individuals$102M23%
- Pension and profit-sharing plans$81.7M18%
- Individual clients
- 271reported
- HNW clients
- 98reported
- Pension plan clients
- 57reported
- Charitable clients
- n/areported
- Accounts
- 3,219reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $210M sponsored, $171M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.34 fund_share=0.0 institutional_share=0.08 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••••• P•••••• M•••••••• | Berwyn, Pa | Sep 25, 2023 | 26 y | 3 |
| W•••••• T••••• C•••Certified Financial Planner, Chartered Financial Analyst | Berwyn, Pa | Sep 25, 2023 | 20 y | 5 |
| J•••• B••••••• M•••• | Berwyn, Pa | Sep 25, 2023 | 23 y | 6 |
| J••• E••••• C•••• | Berwyn, Pa | Sep 27, 2023 | 45 y | 2 |
| M•••••• J••• K•••Chartered Financial Analyst | Berwyn, Pa | Apr 24, 2024 | 11 y | 5 |
| J•••• J••••• T•••• | Berwyn, Pa | Mar 17, 2026 | 33 y | 2 |
Advisor movement
2 left, 1 joined in 12 months
net -1 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 33% of current headcount3 left over 36 months
Left, latest
- G••••• B••••• W••••••••• to C•••••• C••••• G••••• I•••Aug 13, 2026 · Other
- N••••••• J•••• C••••• to Z•••• I••••••••• M••••••••• I•••Dec 1, 2025 · RIA to RIA
- M•••••• E••••• B•••• to V••••• I••••••••• A•••••••• L••Dec 3, 2024 · Other
Joined, latest
- J•••• J••••• T•••• from M••••• S••••••Mar 17, 2026 · Wirehouse to independent RIA
- G••••• B••••• W••••••••• from P••• A••••• S••••••••• L••Sep 5, 2024 · Other
- M•••••• J••• K••• from O•••• P•••••••• S••••••••• L••Apr 24, 2024 · Other
- N••••••• J•••• C••••• from R•••••• I•••••••••Mar 25, 2024 · Other
- J••• E••••• C•••• from S••••••• R••• A•••• M••••••••• L••Sep 27, 2023 · Other
- B•••••• P•••••• M•••••••• from O•••• P•••••••• S••••••••• L••Sep 25, 2023 · Other
- M•••••• E••••• B•••• from O•••• P•••••••• S••••••••• L••Sep 25, 2023 · Other
- J•••• B••••••• M•••• from O•••• P•••••••• S••••••••• L••Sep 25, 2023 · Other
- W•••••• T••••• C••• from O•••• P•••••••• S••••••••• L••Sep 25, 2023 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from O•••• P•••••••• S••••••••• L••Jun 3, 2022 · Berwyn, Pa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C•••• W••••••• T••••• · Chief Wealth Officercontrolsince 12/2025 · owns less than 5%
- C••••• J•••• E••••• · Chairmancontrolsince 05/2022 · owns less than 5%
- M•••••••• A••• L••• · Co-Chief Investment Officercontrolsince 10/2022 · owns less than 5%
- M••••••••• B••••••• P•••••• · Chief Operating Officercontrolsince 05/2022 · owns less than 5%
- M••••• J••••• B••••••• · Chief Executive Officer And Chief Compliance Officercontrolsince 10/2022 · owns less than 5%
- R••••• J••••••• W•••••• · Co-Chief Investment Officercontrolsince 05/2022 · owns less than 5%
Entity owners
- 3••• L•• · Shareholderdirect · owns 25% to 50%
- E•••••••• H•••••••• L•• · Shareholderdirect · owns 25% to 50%
- 3••• L•• · Shareholderindirect · owns 75% or more of A••••••• C•••••• M••••••••• A••••••••• L••
- B••• P••••• B••••• I••• · Equity Holderindirect · owns 75% or more of E••••••••• I••
- B••• P••••• I••••••••• L•• · Equity Holderindirect · owns 75% or more of B••• P••••• B••••• I•••
- B••• P••••• I•••••••• L• · Equity Holderindirect · owns 50% to 75% of B••• P••••• T••••• L•
- B••• P••••• P••••• • I••• · Equity Holderindirect · owns 75% or more of B••• P••••• I••••••••• L••
- B••• P••••• T••••• L• · Equity Holderindirect · owns 75% or more of B••• P••••• P••••• • I•••
- E••••••••• I•• · Shareholderindirect · owns 75% or more of E•••••••• H•••••••• L••
- A••••••• C•••••• M••••••••• · Shareholderdirect · owns 10% to 25%
- A••••••• C•••••• M••••••••• A••••••••• L•• · Shareholderdirect · owns 10% to 25%
- B••• C•••••• F••• X•••• L••• · Equity Holderindirect · owns 25% to 50% of B••• P••••• I•••••••• L•
Related persons
Schedule D 7.A
- E•••••••• P••investment advisernRAUM $615B
- E•••••••• P•••••••• S••••••••• I•••investment advisernRAUM $17B
- E•••••••• R••••••••• S••••••••• L••investment advisernRAUM $16B
- E•••••••• S••••••••• I•••broker-dealern
- F•• A•••••••• I•••investment advisernRAUM $833M
- F••• G•••• L••real estaten
- F••• M•••••• L••broker-dealern
- Q•• C•••••• M••••••••• I•••investment advisernRAUM $11B
Advisers that list A• W••••• P••••••• as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Berwyn, Pa · principal | 6 | 1 | 2 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
6 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 26, 2026M•••••••• A••• L••• (CO-CHIEF INVESTMENT OFFICER) left Schedule A between the filings of 2024-12-18 and 2026-03-26peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Mar 26, 2026C•••• W••••••• T••••• (CHIEF WEALTH OFFICER) appeared on Schedule A between the filings of 2024-12-18 and 2026-03-26peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Mar 26, 2026R••••• J••••••• W•••••• (CO-CHIEF INVESTMENT OFFICER) left Schedule A between the filings of 2024-12-18 and 2026-03-26peers: independent wealth managers, $1B to $5B (1,362)
- account count surgeChange between filings · filing Mar 26, 2026accounts (Item 5.F.2.f) moved from 1,758.0 to 3,219.0 (+83.0%) between the annual amendments of 2025-03-07 and 2026-03-26; the peer median change was +6.0% (1206 comparable advisers, 95.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 95% percentile
- c••••• count surgeChange between filings · filing Mar 26, 2026individual and HNW clients (Item 5.D) moved from 171.0 to 369.0 (+116.0%) between the annual amendments of 2025-03-07 and 2026-03-26; the peer median change was +5.0% (1132 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,132) · 99% percentile
- RAUM up 50 %Change between filings · filing Mar 26, 2026RAUM (Item 5.F) moved from $466,434,579 to $1,069,384,895 (+129.0%) between the annual amendments of 2025-03-07 and 2026-03-26; the peer median change was +17.0% (1298 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,298) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 1,758 to 3,219Jan 2, 2026 to Mar 26, 2026
- Advisory employees · 5 to 3Jan 2, 2026 to Mar 26, 2026
- HNW clients · 42 to 98Jan 2, 2026 to Mar 26, 2026
- Individual clients · 129 to 271Jan 2, 2026 to Mar 26, 2026
- Pension plan clients · 3 to 57Jan 2, 2026 to Mar 26, 2026
- Employees · 16 to 13Jan 2, 2026 to Mar 26, 2026
- Discretionary RAUM · $360M to $859MJan 2, 2026 to Mar 26, 2026
- HNW RAUM · $97.4M to $266MJan 2, 2026 to Mar 26, 2026
- Individual RAUM · $48.1M to $102MJan 2, 2026 to Mar 26, 2026
- Non-discretionary RAUM · $106M to $210MJan 2, 2026 to Mar 26, 2026
- Pension RAUM · $7.8M to $81.7MJan 2, 2026 to Mar 26, 2026
- RAUM · $466M to $1.1BJan 2, 2026 to Mar 26, 2026
- Wrap assets (manager) · $39.0M to $171MJan 2, 2026 to Mar 26, 2026
- Wrap assets (sponsor) · $106M to $210MJan 2, 2026 to Mar 26, 2026
- Business name · A••••••• C••••••• L•• to A• W••••• P•••••••Sep 3, 2025 to Jan 2, 2026
- Accounts · 2 to 1,758Jan 7, 2025 to Mar 7, 2025
- Advisory activities · 4 to 5Jan 7, 2025 to Mar 7, 2025
- HNW clients · unset to 42.0Jan 7, 2025 to Mar 7, 2025
- Individual clients · unset to 129.0Jan 7, 2025 to Mar 7, 2025
- Pension plan clients · unset to 3.0Jan 7, 2025 to Mar 7, 2025
- Financial planning clients · unset to 1-10Jan 7, 2025 to Mar 7, 2025
- Discretionary RAUM · $131M to $360MJan 7, 2025 to Mar 7, 2025
- HNW RAUM · unset to 97354862.0Jan 7, 2025 to Mar 7, 2025
- Individual RAUM · unset to 48105111.0Jan 7, 2025 to Mar 7, 2025
- Non-discretionary RAUM · $0 to $106MJan 7, 2025 to Mar 7, 2025
- Pension RAUM · unset to 7813798.0Jan 7, 2025 to Mar 7, 2025
- RAUM · $131M to $466MJan 7, 2025 to Mar 7, 2025
- Wrap assets (manager) · $0 to $39.0MJan 7, 2025 to Mar 7, 2025
- Wrap assets (sponsor) · $0 to $106MJan 7, 2025 to Mar 7, 2025
- State-registered IARs · 7 to 8Sep 26, 2024 to Dec 18, 2024
- Related bank · false to trueSep 26, 2024 to Dec 18, 2024
- Advisory employees · 4 to 5Jun 6, 2024 to Sep 26, 2024
- Employees · 12 to 16Jun 6, 2024 to Sep 26, 2024
- State-registered IARs · 6 to 7Jun 6, 2024 to Sep 26, 2024
- Accounts · 1 to 2Sep 13, 2023 to Jan 31, 2024
- State-registered IARs · 0 to 6Sep 13, 2023 to Jan 31, 2024
- Discretionary RAUM · $107M to $131MSep 13, 2023 to Jan 31, 2024
- RAUM · $107M to $131MSep 13, 2023 to Jan 31, 2024
- Related broker-dealer · false to trueSep 13, 2023 to Jan 31, 2024
- Wrap assets (manager) · unset to 0.0Sep 13, 2023 to Jan 31, 2024
Signals
7 dated events
- G••••• B••••• W••••••••• left A• W••••• P••••••• for C•••••• C••••• G••••• I••• (registered 2026-08-28)Aug 13, 2026 · Advisor changed firm · fact
- A• W••••• P••••••• reported RAUM $1.1B, up 129% from $466.4M (2026-01-02 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- N••••••• J•••• C••••• left A• W••••• P••••••• for Z•••• I••••••••• M••••••••• I••• (registered 2025-12-04)Dec 1, 2025 · Advisor changed firm · fact
- A• W••••• P••••••• reported RAUM $466.4M, up 257% from $130.6M (2025-01-07 to 2025-03-07)Mar 7, 2025 · RAUM change · derived
- M•••••• E••••• B•••• left A• W••••• P••••••• for V••••• I••••••••• A•••••••• L•• (registered 2025-02-10)Dec 3, 2024 · Advisor changed firm · fact
- A••••••• C••••••• L•• filed its initial SEC registration (Form ADV)Apr 21, 2023 · First SEC registration · fact
- 3 advisors left O•••• P•••••••• S••••••••• L•• (Berwyn, PA) for A• W••••• P••••••• within 7 daysJun 3, 2022 · Team lift-out · derived
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 phone
- 800-461-3205reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/ac-wealth-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- acwealthpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 1-800-461-3205reportedpublic record, Form ADV, Mar 26, 2026
- Team page
- acwealthpartners.com/meet-the-teamreportedpublished by the firm, firm site, Sep 16, 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
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $178Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026