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A••• I•••••

Independent wealth managerSEC-registered· Arlington, Virginiawebsite

Independent wealth manager, based in Arlington, Virginia, reporting $270 of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

Regulatory AUM
$270
Form ADV
Advisors
0
IAPD
Net advisor flow, 12 months
Not established
RAUM change, last fiscal year
Not established
Private clients
100% of RAUM, $270
Form ADV
AdvisorsAdvisor movementWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
Why this matters
Every filed figure, and the identifiersCRD 340305 · SEC 801-135334 · 2 filingsShow
CRD 340305SEC 801-135334Legal name A••• I••••• L••First filing on the tape Feb 19, 2026, latest Jun 1, 2026SEC status approved since Jun 2, 2026IAPD
RAUM
$270
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$270 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$270 as of Jun 1, 2026
Feb 19, 2026$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 1, 2026
Feb 19, 20260 then
Employees (5.A)2 as of Jun 1, 2026
Feb 19, 20262 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 1, 2026; 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
$68derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, 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
otherreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$270100%
Individual clients
4reported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
4reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
n/areported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 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
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • B•• M•••••• R••••• M•••••• · Chief Executive Officer Officercontrol
        since 01/2026 · 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.
      What changed
      consecutive filings, newest first
      • Accounts · 0 to 4
        Feb 19, 2026 to Jun 1, 2026
      • Individual clients · unset to 4.0
        Feb 19, 2026 to Jun 1, 2026
      • Discretionary RAUM · $0 to $270
        Feb 19, 2026 to Jun 1, 2026
      • Individual RAUM · unset to 270.0
        Feb 19, 2026 to Jun 1, 2026
      • RAUM · $0 to $270
        Feb 19, 2026 to Jun 1, 2026
      Signals
      1 dated events
      • ••• Locked
        Apr 1, 2026 · Left the SEC roster · 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
      ••• Lockedreportedpublished by the firm, firm site, Sep 17, 2026
      Website
      ••• Lockedreportedpublic record, Form ADV, Jun 1, 2026
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Jun 1, 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
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026