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.
SEC-registered adviser
Allocator Solutions, LLC
Latest filing Mar 25, 2026
First filing on the tape Jun 17, 2025 · 4 filings
SEC status approved since Jul 8, 2025
RAUM
$514M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$514M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$514M as of Mar 25, 2026
Jun 17, 2025$0 then
HNW client RAUM$0 as of Mar 25, 2026
Oct 12, 2025$0 then
State-registered IARs (5.B.3)1 as of Mar 25, 2026
Jun 17, 20251 then
Employees (5.A)1 as of Mar 25, 2026
Jun 17, 20251 then
Private funds: 1
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $514MderivedRAUM 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
- $171MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 56%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $137,000, 1 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
- Charitable organizations$286M56%
- Corporations and businesses$227M44%
- Pooled investment vehicles$137,0000.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $137,000 for 1 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.56 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
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
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Stanley Anthony Waskiewicz · Managing Principal / Ccocontrolsince 06/2025 · owns less than 5%
Entity owners
- Anthony S Waskiewicz Revocable · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 25, 2026advises private funds (Item 7.B): no on the filing of 2025-10-12, yes on the filing of 2026-03-25peers: other advisers, $500M to $1B (95)
What changed
consecutive filings, newest first
- Accounts · 4 to 3Oct 12, 2025 to Mar 25, 2026
- Pooled vehicle clients · unset to 1.0Oct 12, 2025 to Mar 25, 2026
- Assets in custody · $277M to $137,000Oct 12, 2025 to Mar 25, 2026
- Insurance-licensed employees · 0 to 1Oct 12, 2025 to Mar 25, 2026
- Private funds · unset to 1Oct 12, 2025 to Mar 25, 2026
- Discretionary RAUM · $277M to $514MOct 12, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $0 to $137,000Oct 12, 2025 to Mar 25, 2026
- RAUM · $277M to $514MOct 12, 2025 to Mar 25, 2026
- Accounts · 0 to 4Aug 21, 2025 to Oct 12, 2025
- Assets in custody · unset to 277191456.0Aug 21, 2025 to Oct 12, 2025
- Custody of client assets · false to trueAug 21, 2025 to Oct 12, 2025
- Discretionary RAUM · $0 to $277MAug 21, 2025 to Oct 12, 2025
- HNW RAUM · unset to 0.0Aug 21, 2025 to Oct 12, 2025
- Individual RAUM · unset to 0.0Aug 21, 2025 to Oct 12, 2025
- Pension RAUM · unset to 0.0Aug 21, 2025 to Oct 12, 2025
- Pooled vehicle RAUM · unset to 0.0Aug 21, 2025 to Oct 12, 2025
- RAUM · $0 to $277MAug 21, 2025 to Oct 12, 2025
Signals
1 dated events
- Allocator Solutions, Llc reported RAUM $513.5M, up 85% from $277.2M (2025-10-12 to 2026-03-25)Mar 25, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Allocator Solutions, LLC · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Website
- missionmultiplierfund.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 314 882-9442reportedpublic record, Form ADV, Mar 25, 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
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $514Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026