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
M•• A•• A••••••••• L••
Latest filing May 5, 2026
First filing on the tape Jan 25, 2024 · 11 filings
SEC status approved since Feb 23, 2024
RAUM
$379M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$372M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$126M
derived; firm RAUM over IAPD count
Employees
6
3 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$379M as of May 5, 2026
Feb 25, 2025$275M then
HNW client RAUM$22.8M as of May 5, 2026
Feb 25, 2025$14.9M then
State-registered IARs (5.B.3)3 as of May 5, 2026
Feb 25, 20251 then
Employees (5.A)6 as of May 5, 2026
Feb 25, 20253 then
Private funds: no history
RAUM +37% over the last fiscal yearIARs 1 to 3offices 1 to 2
Practice profile
derived from the filing of May 5, 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
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $126MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 49derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $379,368derivedHNW RAUM over HNW clients
- Average account
- $694,833derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +37%derivedbetween the last two annual amendments
- Advisor growth, one year
- +200%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +59%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $341M, 92 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$350M92%
- High-net-worth individuals$22.8M6.0%
- Pension and profit-sharing plans$6.3M1.7%
- Individual clients
- 86reported
- HNW clients
- 60reported
- Pension plan clients
- n/areported
- Charitable clients
- 0reported
- Accounts
- 545reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $341M for 92 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M•••••• P•••••• K•••• | Tacoma, Wa | Mar 20, 2024 | 25 y | 6 |
| J••• P••••• R••• P••••••••• | Tacoma, Wa | Oct 21, 2025 | 29 y | 2 |
| W•••••• K•••••• B•••••• | Leland, Nc | Dec 15, 2025 | 13 y | 3 |
Advisor movement
0 left, 2 joined in 12 months
net +2 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
- W•••••• K•••••• B•••••• from D••••••• W••••• M••••••••• L••Dec 15, 2025 · Other
- J••• P••••• R••• P••••••••• from M•••• W••••• A•••••••Oct 21, 2025 · RIA to RIA
- M•••••• P•••••• K•••• from C••••••• R•••• A•••••••Mar 20, 2024 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K••••• M••••••• P•••••• · Member And Chief Compliance Officercontrolsince 12/2023 · owns 50% to 75%
- S••••••••• B••••• D•••• · Membercontrolsince 12/2023 · owns 50% to 75%
Related persons
Schedule D 7.A
- C••••••• R•••• A•••••••investment advisernRAUM $191M
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Tacoma, Wa · principal | 3 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Feb 24, 2026RAUM (Item 5.F) moved from $275,475,745 to $378,684,183 (+37.0%) between the annual amendments of 2025-02-25 and 2026-02-24; the peer median change was +15.0% (4550 comparable advisers, 92.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 92% percentile
- account count surgeChange between filings · filing Feb 24, 2026accounts (Item 5.F.2.f) moved from 336.0 to 545.0 (+62.0%) between the annual amendments of 2025-02-25 and 2026-02-24; the peer median change was +5.0% (3687 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,687) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 336 to 545Dec 19, 2025 to Feb 24, 2026
- Advisory employees · 1 to 3Dec 19, 2025 to Feb 24, 2026
- Individual clients · 32 to 86Dec 19, 2025 to Feb 24, 2026
- Assets in custody · $265M to $341MDec 19, 2025 to Feb 24, 2026
- Employees · 3 to 6Dec 19, 2025 to Feb 24, 2026
- Financial planning clients · 1-10 to 51-100Dec 19, 2025 to Feb 24, 2026
- State-registered IARs · 1 to 3Dec 19, 2025 to Feb 24, 2026
- Discretionary RAUM · $275M to $379MDec 19, 2025 to Feb 24, 2026
- HNW RAUM · $14.9M to $22.8MDec 19, 2025 to Feb 24, 2026
- Individual RAUM · $256M to $350MDec 19, 2025 to Feb 24, 2026
- Pension RAUM · $5.0M to $6.3MDec 19, 2025 to Feb 24, 2026
- RAUM · $275M to $379MDec 19, 2025 to Feb 24, 2026
- Other offices · 1 to 2Aug 4, 2025 to Dec 19, 2025
- Related adviser · true to falseFeb 25, 2025 to Aug 4, 2025
- Accounts · 54 to 336Sep 11, 2024 to Feb 25, 2025
- Advisory activities · 5 to 2Sep 11, 2024 to Feb 25, 2025
- Corporate clients · unset to 0.0Sep 11, 2024 to Feb 25, 2025
- HNW clients · 21 to 60Sep 11, 2024 to Feb 25, 2025
- Individual clients · unset to 32.0Sep 11, 2024 to Feb 25, 2025
- Assets in custody · $45.0M to $265MSep 11, 2024 to Feb 25, 2025
- Employees · 2 to 3Sep 11, 2024 to Feb 25, 2025
- Financial planning clients · 1-10 to 1-10Sep 11, 2024 to Feb 25, 2025
- Discretionary RAUM · $113M to $275MSep 11, 2024 to Feb 25, 2025
- HNW RAUM · $107M to $14.9MSep 11, 2024 to Feb 25, 2025
- Individual RAUM · $498,672 to $256MSep 11, 2024 to Feb 25, 2025
- Pension RAUM · $2.3M to $5.0MSep 11, 2024 to Feb 25, 2025
- RAUM · $113M to $275MSep 11, 2024 to Feb 25, 2025
- HQ city · FEDERAL WAY to TACOMAAug 16, 2024 to Sep 11, 2024
- Accounts · 0 to 54Feb 28, 2024 to Aug 5, 2024
- Charity clients · unset to 0.0Feb 28, 2024 to Aug 5, 2024
- HNW clients · unset to 21.0Feb 28, 2024 to Aug 5, 2024
- Pooled vehicle clients · unset to 0.0Feb 28, 2024 to Aug 5, 2024
- Assets in custody · unset to 45000000.0Feb 28, 2024 to Aug 5, 2024
- Custody of client assets · false to trueFeb 28, 2024 to Aug 5, 2024
- Financial planning clients · 0 to 1-10Feb 28, 2024 to Aug 5, 2024
- HQ city · CAVE CREEK to FEDERAL WAYFeb 28, 2024 to Aug 5, 2024
- HQ state · AZ to WAFeb 28, 2024 to Aug 5, 2024
- Other offices · 0 to 1Feb 28, 2024 to Aug 5, 2024
- Discretionary RAUM · $0 to $113MFeb 28, 2024 to Aug 5, 2024
- HNW RAUM · unset to 107182771.0Feb 28, 2024 to Aug 5, 2024
Signals
3 dated events
- M•• A•• A••••••••• L•• reported RAUM $378.7M, up 37% from $275.5M (2025-12-19 to 2026-02-24)Feb 24, 2026 · RAUM change · derived
- M•• A•• A••••••••• L•• reported RAUM $275.5M, up 144% from $113.0M (2024-09-11 to 2025-02-25)Feb 25, 2025 · RAUM change · derived
- M•• A•• A••••••••• L•• filed its initial SEC registration (Form ADV)Jan 25, 2024 · 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/atlas-point-wealthreportedpublic record, Form ADV, Sep 18, 2026
- Website
- atlaspointwealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 253-252-2359reportedpublic record, Form ADV, May 5, 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
- $126Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026