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•• P•••••• W•••••
Legal name T•• M•••••••• F•••••••• G••••• L••
Latest filing Aug 14, 2026
First filing on the tape Mar 31, 2025 · 9 filings
SEC status approved since Mar 24, 2025
RAUM
$146M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
85%
$123M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$36.4M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$146M as of Aug 14, 2026
Mar 31, 2025$0 then
HNW client RAUM$87.4M as of Aug 14, 2026
Jun 30, 2025$33.8M then
State-registered IARs (5.B.3)4 as of Aug 14, 2026
Mar 31, 20253 then
Employees (5.A)4 as of Aug 14, 2026
Mar 31, 20253 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 3 to 4
Practice profile
derived from the filing of Aug 14, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $36.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 194derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $677,736derivedHNW RAUM over HNW clients
- Average account
- $183,030derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 15%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- +33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$87.4M60%
- Individuals$35.9M25%
- Pension and profit-sharing plans$19.4M13%
- Charitable organizations$2.7M1.9%
- Corporations and businesses$59,3360.0%
- Individual clients
- 648reported
- HNW clients
- 129reported
- Pension plan clients
- 13reported
- Charitable clients
- 3reported
- Accounts
- 795reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.85 fund_share=0.0 institutional_share=0.15 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M••• G•••• M••••••••Chartered Financial Consultant | Canonsburg, Pa | Mar 27, 2025 | 44 y | 5 |
| C••••••••• S••• M•••••••• | Canonsburg, Pa | Mar 27, 2025 | 27 y | 4 |
| C•••••••• E•••• M•••••••• | Canonsburg, Pa | Mar 27, 2025 | 26 y | 4 |
| E•• M•••••• L•••••••• | Canonsburg, Pa | Dec 23, 2025 | 16 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 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
- M••• G•••• M•••••••• from G•••• P•••• A•••••••• L••Mar 27, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- C••••••••• S••• M•••••••• from G•••• P•••• A•••••••• L••Mar 27, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- C•••••••• E•••• M•••••••• from G•••• P•••• A•••••••• L••Mar 27, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from G•••• P•••• A•••••••• L••May 1, 2025 · Canonsburg, Pa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M••••••••• C••••••••• S••• · Managing Member, President, And Chief Compliance Officercontrolsince 01/2023 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Canonsburg, Pa · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- BD registered reps · 2 to 3Mar 23, 2026 to Jul 31, 2026
- Insurance-licensed employees · 3 to 0Mar 23, 2026 to Jul 31, 2026
- Accounts · 380 to 795Jan 2, 2026 to Feb 26, 2026
- Charity clients · 1 to 3Jan 2, 2026 to Feb 26, 2026
- Corporate clients · 1 to 2Jan 2, 2026 to Feb 26, 2026
- HNW clients · 29 to 129Jan 2, 2026 to Feb 26, 2026
- Individual clients · 338 to 648Jan 2, 2026 to Feb 26, 2026
- Pension plan clients · 11 to 13Jan 2, 2026 to Feb 26, 2026
- Financial planning clients · 0 to 11-25Jan 2, 2026 to Feb 26, 2026
- Discretionary RAUM · $106M to $146MJan 2, 2026 to Feb 26, 2026
- HNW RAUM · $33.8M to $87.4MJan 2, 2026 to Feb 26, 2026
- Individual RAUM · $69.3M to $35.9MJan 2, 2026 to Feb 26, 2026
- Non-discretionary RAUM · $14.2M to $0Jan 2, 2026 to Feb 26, 2026
- Pension RAUM · $14.2M to $19.4MJan 2, 2026 to Feb 26, 2026
- RAUM · $120M to $146MJan 2, 2026 to Feb 26, 2026
- BD registered reps · 3 to 2Dec 26, 2025 to Jan 2, 2026
- Related insurance company · false to trueDec 26, 2025 to Jan 2, 2026
- Advisory employees · 3 to 4Jun 30, 2025 to Dec 26, 2025
- Employees · 3 to 4Jun 30, 2025 to Dec 26, 2025
- State-registered IARs · 3 to 4Jun 30, 2025 to Dec 26, 2025
- Accounts · 0 to 380May 6, 2025 to Jun 30, 2025
- Charity clients · unset to 1.0May 6, 2025 to Jun 30, 2025
- Corporate clients · unset to 1.0May 6, 2025 to Jun 30, 2025
- HNW clients · unset to 29.0May 6, 2025 to Jun 30, 2025
- Individual clients · unset to 338.0May 6, 2025 to Jun 30, 2025
- Pension plan clients · unset to 11.0May 6, 2025 to Jun 30, 2025
- Pooled vehicle clients · unset to 0.0May 6, 2025 to Jun 30, 2025
- Financial planning clients · 0 to 0May 6, 2025 to Jun 30, 2025
- Discretionary RAUM · $0 to $106MMay 6, 2025 to Jun 30, 2025
- HNW RAUM · unset to 33800916.0May 6, 2025 to Jun 30, 2025
- Individual RAUM · unset to 69312553.0May 6, 2025 to Jun 30, 2025
- Non-discretionary RAUM · $0 to $14.2MMay 6, 2025 to Jun 30, 2025
- Pension RAUM · unset to 14169809.0May 6, 2025 to Jun 30, 2025
- Pooled vehicle RAUM · unset to 0.0May 6, 2025 to Jun 30, 2025
- RAUM · $0 to $120MMay 6, 2025 to Jun 30, 2025
Signals
1 dated events
- 2 advisors left G•••• P•••• A•••••••• L•• (Canonsburg, PA) for M•• P•••••• W••••• on the same dayMay 1, 2025 · 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 email
- i•••@m•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 412-341-0725reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 412-341-2888reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/the-musuneggi-financial-group-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- m•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 412-3412-888reportedpublic record, Form ADV, Aug 14, 2026
- Contact form
- m•••••••••.comreportedpublished 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $36.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026