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
A••••••• E••• P•••••• W••••• M•••••••••
Legal name A••••••• E••• P•••••• W••••• M••••••••• L••
Latest filing Apr 8, 2026
First filing on the tape Aug 17, 2023 · 10 filings
SEC status approved since Sep 15, 2023
RAUM
$604M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$597M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$121M
derived; firm RAUM over IAPD count
Employees
6
5 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$604M as of Apr 8, 2026
Mar 28, 2024$455M then
HNW client RAUM$553M as of Apr 8, 2026
Mar 28, 2024$424M then
State-registered IARs (5.B.3)5 as of Apr 8, 2026
Mar 28, 20245 then
Employees (5.A)6 as of Apr 8, 2026
Mar 28, 20246 then
Private funds: no history
RAUM +13% over the last fiscal yearIARs 5 to 5
Practice profile
derived from the filing of Apr 8, 2026; every figure names its basis
Archetypes, each a printed rule
- 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
- RAUM per advisor
- $121MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 57derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.4MderivedHNW RAUM over HNW clients
- Average account
- $666,221derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.8%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, otherreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$553M92%
- Individuals$43.6M7.2%
- Corporations and businesses$7.3M1.2%
- Individual clients
- 124reported
- HNW clients
- 161reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 907reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R••••• E••••• F••••• | Jacksonville, Fl | Jan 29, 2024 | 19 y | 1 |
| E•••• J••• C••••••••• | Jacksonville, Fl | Jan 31, 2024 | 13 y | 1 |
| J•••••• T• A•••••••Certified Financial Planner | Jacksonville, Fl | Dec 18, 2025 | 12 y | 2 |
| M•••••• B••• C••••••Chartered Financial Analyst | Jacksonville, Fl | Dec 19, 2025 | 20 y | 5 |
| K•••••• P•••••• W••••••••Certified Financial Planner | Jacksonville, Fl | Jan 1, 2026 | 12 y | 2 |
Advisor movement
0 left, 3 joined in 12 months
net +3 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
- K•••••• P•••••• W•••••••• from B•• W••••• A•••••••• L••Jan 1, 2026 · RIA to RIA
- M•••••• B••• C•••••• from B•• W••••• A•••••••• L••Dec 19, 2025 · RIA to RIA
- J•••••• T• A••••••• from B•• W••••• A•••••••• L••Dec 18, 2025 · RIA to RIA
- E•••• J••• C••••••••• from B•• W••••• A•••••••• L••Jan 31, 2024 · RIA to RIA
- R••••• E••••• F••••• from B•• W••••• A•••••••• L••Jan 29, 2024 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from B•• W••••• A•••••••• L••Sep 25, 2023 · Jacksonville, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A•••••••• J••••••• T• · Managing Member & Investment Advisor Representativecontrolsince 08/2023 · owns 25% to 50%
- C••••••• M••••••• B••• · Managing Member, Investment Advisor Representative, & Chief Compliance Officercontrolsince 08/2023 · owns 25% to 50%
- W••••••••• K••••••• P•••••• · Managing Member & Investment Advisor Representativecontrolsince 08/2023 · owns 25% to 50%
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 |
|---|---|---|---|---|---|
| Jacksonville, Fl | 5 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 869 to 907Apr 1, 2025 to Mar 26, 2026
- HNW clients · 148 to 161Apr 1, 2025 to Mar 26, 2026
- Discretionary RAUM · $530M to $600MApr 1, 2025 to Mar 26, 2026
- HNW RAUM · $478M to $553MApr 1, 2025 to Mar 26, 2026
- Individual RAUM · $50.5M to $43.6MApr 1, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $5.4M to $4.0MApr 1, 2025 to Mar 26, 2026
- RAUM · $535M to $604MApr 1, 2025 to Mar 26, 2026
- Accounts · 743 to 869Dec 23, 2024 to Apr 1, 2025
- Corporate clients · unset to 2.0Dec 23, 2024 to Apr 1, 2025
- HNW clients · 140 to 148Dec 23, 2024 to Apr 1, 2025
- Individual clients · 92 to 124Dec 23, 2024 to Apr 1, 2025
- Financial planning clients · 11-25 to 26-50Dec 23, 2024 to Apr 1, 2025
- HQ city · unset to Dec 23, 2024 to Apr 1, 2025
- HQ state · unset to Dec 23, 2024 to Apr 1, 2025
- Discretionary RAUM · $452M to $530MDec 23, 2024 to Apr 1, 2025
- HNW RAUM · $424M to $478MDec 23, 2024 to Apr 1, 2025
- Individual RAUM · $31.1M to $50.5MDec 23, 2024 to Apr 1, 2025
- Non-discretionary RAUM · $2.8M to $5.4MDec 23, 2024 to Apr 1, 2025
- RAUM · $455M to $535MDec 23, 2024 to Apr 1, 2025
- Accounts · 794 to 743Jan 13, 2024 to Mar 28, 2024
- Advisory employees · 3 to 5Jan 13, 2024 to Mar 28, 2024
- Employees · 5 to 6Jan 13, 2024 to Mar 28, 2024
- State-registered IARs · 3 to 5Jan 13, 2024 to Mar 28, 2024
- Discretionary RAUM · $455M to $452MJan 13, 2024 to Mar 28, 2024
- Non-discretionary RAUM · $0 to $2.8MJan 13, 2024 to Mar 28, 2024
- Accounts · 0 to 794Aug 23, 2023 to Jan 13, 2024
- HNW clients · unset to 140.0Aug 23, 2023 to Jan 13, 2024
- Individual clients · unset to 92.0Aug 23, 2023 to Jan 13, 2024
- Employees · 3 to 5Aug 23, 2023 to Jan 13, 2024
- Financial planning clients · 0 to 11-25Aug 23, 2023 to Jan 13, 2024
- Discretionary RAUM · $0 to $455MAug 23, 2023 to Jan 13, 2024
- HNW RAUM · unset to 423509000.0Aug 23, 2023 to Jan 13, 2024
- Individual RAUM · unset to 31126000.0Aug 23, 2023 to Jan 13, 2024
- RAUM · $0 to $455MAug 23, 2023 to Jan 13, 2024
Signals
2 dated events
- 3 advisors left B•• W••••• A•••••••• L•• (Jacksonville, FL) for A••••••• E••• P•••••• W••••• M••••••••• on the same daySep 25, 2023 · Team lift-out · derived
- A••••••• E••• P•••••• W••••• M••••••••• filed its initial SEC registration (Form ADV)Aug 17, 2023 · 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
- insights@a•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 904-784-3343reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/atlanticedgewealthreportedpublic record, Form ADV, Sep 18, 2026
- Website
- atlanticedgewealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 904-784-3343reportedpublic record, Form ADV, Apr 8, 2026
- Contact form
- atlanticedgewealth.com/contact-4reportedpublished by the firm, firm site, Sep 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
- $121Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026