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.
Former SEC-registered adviser
Org Partners Asset Management
Legal name Org Partners Asset Management LLC
Latest filing Mar 31, 2025
First filing on the tape Apr 2, 2024 · 13 filings
SEC status approved since May 2, 2024
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM: $0
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2025
Apr 2, 20240 then
Employees (5.A)4 as of Mar 31, 2025
Apr 2, 20243 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 31, 2025; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 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
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, 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
- has discretionary authority over which securities are bought or sold (8.C.1)
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
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- Kimberly T Abmeyer to Ascentis Wealth Management, LLCAug 25, 2025 · Other
- Douglas Michael Wood to Ascentis Asset Management, LLCAug 25, 2025 · Other
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Peter Michael Mansur · Presidentcontrolsince 03/2024 · owns less than 5%
- Wayne Clinton Sorenson · Chief Investment Officercontrolsince 03/2024 · owns less than 5%
- Peter Michael Mansur · Ownercontrolsince 03/2024 · owns 25% to 50% of Org Partners Holdings, LLC
- Wayne Clinton Sorenson · Ownercontrolsince 03/2024 · owns 25% to 50% of Org Partners Holdings, LLC
- Marie Justine Kidwell · Chief Compliance Officersince 03/2024 · owns less than 5%
Entity owners
- Org Partners Operations LLC · Ownerdirect · owns 75% or more
- Org Partners Enterprise, LLC · Ownerindirect · owns F of Org Partners Operations LLC
- Org Partners Holdings, LLC · Ownerindirect · owns 75% or more of Org Partners Enterprise, LLC
Related persons
Schedule D 7.A
- Org Partnersinvestment advisernRAUM $773M
- Ascentis Wealth Management, LLCinvestment advisernRAUM $596M
- Sound Financial Strategies Group, LLCinvestment advisernRAUM $218M
- Strategic Wealth Capitalinvestment advisernRAUM $238M
- Truedge Asset Management LLCinvestment advisern
- Wealthshield LLCinvestment advisern
Advisers that list Org Partners Asset Management as a related person
- 330923 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Dallas, Tx · principal | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · unset to 0.0Dec 9, 2024 to Mar 31, 2025
- Advisory employees · 1 to 2Dec 9, 2024 to Mar 31, 2025
- Employees · 3 to 4Dec 9, 2024 to Mar 31, 2025
- Financial planning clients · unset to Dec 9, 2024 to Mar 31, 2025
- Discretionary RAUM · unset to 0.0Dec 9, 2024 to Mar 31, 2025
- Non-discretionary RAUM · unset to 0.0Dec 9, 2024 to Mar 31, 2025
- RAUM · unset to 0.0Dec 9, 2024 to Mar 31, 2025
- Related adviser · false to trueApr 2, 2024 to Apr 5, 2024
- Related broker-dealer · false to trueApr 2, 2024 to Apr 5, 2024
Signals
15 dated events
- Org Partners Asset Management no longer on the SEC adviser roster (last listed 2025-08-01)Sep 2, 2025 · Left the SEC roster · derived
- Douglas Michael Wood left Org Partners Asset Management for Ascentis Asset Management, Llc (registered 2025-11-19)Aug 25, 2025 · Advisor changed firm · fact
- Kimberly T Abmeyer left Org Partners Asset Management for Ascentis Wealth Management, Llc (registered 2025-02-18)Aug 25, 2025 · Advisor changed firm · fact
- Max Andrew Rockwell no longer registered at Org Partners Asset Management; no later IA registration on IAPDAug 25, 2025 · Advisor departure · fact
- William H Little no longer registered at Org Partners Asset Management; no later IA registration on IAPDAug 25, 2025 · Advisor departure · fact
- R Joel Holden (Chief Operating Officer) no longer on Schedule A of Org Partners Asset Management (listed 2024-12-06, absent 2024-12-09)Dec 9, 2024 · Control person left · inference
- Tyler Chris Mcalpin (Owner) no longer on Schedule A of Org Partners Asset Management (listed 2024-12-06, absent 2024-12-09)Dec 9, 2024 · Control person left · inference
- Michael Ryan Uszenski (Co-Founder) no longer on Schedule A of Org Partners Asset Management (listed 2024-04-09, absent 2024-04-12)Apr 12, 2024 · Control person left · inference
- Jeffrey Todd Stewart (Co-Founder) no longer on Schedule A of Org Partners Asset Management (listed 2024-04-09, absent 2024-04-12)Apr 12, 2024 · Control person left · inference
- Wayne Clinton Sorenson (Co-Founder) appeared on Schedule A of Org Partners Asset ManagementApr 5, 2024 · Control person joined · fact
- Peter Michael Mansur (President) appeared on Schedule A of Org Partners Asset ManagementApr 5, 2024 · Control person joined · fact
- Michael Ryan Uszenski (Co-Founder) appeared on Schedule A of Org Partners Asset ManagementApr 5, 2024 · Control person joined · fact
- Tyler Chris Mcalpin (Co-Founder) appeared on Schedule A of Org Partners Asset ManagementApr 5, 2024 · Control person joined · fact
- Jeffrey Todd Stewart (Co-Founder) appeared on Schedule A of Org Partners Asset ManagementApr 5, 2024 · Control person joined · fact
- Org Partners Asset Management filed its initial SEC registration (Form ADV)Apr 2, 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.
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
- Former SEC-registered adviserderiveda 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