NewRiaPulse: all 1,000 record reports, page 2 of 5

Every NewRiaPulse record report, 200 per page, grouped by state. Records 201 to 400: Spirit West Advisors, LLC: new SEC registration, $111M AUM, Scottsdale, AZ to Greenline Wealth Management: new SEC registration, $117M AUM, Boca Raton, FL. Source: SEC monthly roster of registered investment advisers (Form ADV data).

Arizona

• Spirit West Advisors, LLC: new SEC registration, $111M AUM, Scottsdale, AZ
• Wisdom Wealth Investment Advisors LLC: new SEC registration, $139M AUM, Phoenix, AZ

Arkansas

• Hatcher Capital Investments, INC.: new SEC registration, $127M AUM, Little Rock, AR
• Hulsey Capital Management, INC.: new SEC registration, $113M AUM, Heber Springs, AR
• Whiterock Wealth Design, LLC: applying for SEC registration, $633M AUM, Fayetteville, AR

California

• 3spoke Management, LLC: new SEC registration, $254M AUM, Irvine, CA
• Acuta Capital Partners, LLC: new SEC registration, $173M AUM, Redwood City, CA
• Agriglobe Land Advisors, LLC: new SEC registration, $602M AUM, Fresno, CA
• Ajax Health Management Company, LLC: new SEC registration, $215M AUM, Menlo Park, CA
• Ak Global Asset Management, LLC: new SEC registration, $118M AUM, Oakland, CA
• Alamo Capital: new SEC registration, $104M AUM, Walnut Creek, CA
• Align Wealth Management, LLC: new SEC registration, $117M AUM, San Jose, CA
• Allpoint Financial Group: new SEC registration, $117M AUM, Petaluma, CA
• Altruist Advisors LLC: new SEC registration, $190M AUM, Culver City, CA
• Andra Capital LLC: new SEC registration, $477M AUM, San Francisco, CA
• Angeles Family Office: new SEC registration, $182M AUM, Santa Monica, CA
• Apple & Associates: new SEC registration, $138M AUM, Grass Valley, CA
• Arc Capital Partners: new SEC registration, $862M AUM, Los Angeles, CA
• Ark Wealth Advisors, LLC: new SEC registration, $118M AUM, Yorba Linda, CA
• Beacon Coast Partners, LLC: applying for SEC registration, $2,284M AUM, San Francisco, CA
• Bgv Vc Management LLC: new SEC registration, $433M AUM, Menlo Park, CA
• Blueline Capital: new SEC registration, $240M AUM, San Francisco, CA
• Bridgeview Capital Advisors, INC.: new SEC registration, $122M AUM, El Dorado Hills, CA
• Bright Lake Wealth Management, LLC: new SEC registration, $104M AUM, Redding, CA
• Burlingame Wealth Management, LLC: new SEC registration, $129M AUM, Burlingame, CA
• Butler Hall Capital LLC: new SEC registration, $218M AUM, Los Angeles, CA
• Caregen Wealth Management: new SEC registration, $110M AUM, San Mateo, CA
• Cavu Wealth Advisors, LLC: new SEC registration, $172M AUM, Walnut Creek, CA
• Centricus Investment Advisors (Us) LLC: new SEC registration, $1,021M AUM, Beverly Hills, CA
• Certis Capital Management, INC.: new SEC registration, $256M AUM, Santa Barbara, CA
• Commonwealth Asset Management LP: new SEC registration, $296M AUM, Los Angeles, CA
• Corinthian Wealth Management: new SEC registration, $132M AUM, San Jose, CA
• Cosmos Wealth, LLC: new SEC registration, $191M AUM, La Jolla, CA
• Counter Global, L.P.: new SEC registration, $173M AUM, Santa Monica, CA
• Crosspoint Capital Management: new SEC registration, $117M AUM, Orinda, CA
• Crystal Cove Asset Management: new SEC registration, $135M AUM, Newport Beach, CA
• Cs Tomasi Wealth Management: new SEC registration, $110M AUM, Costa Mesa, CA
• Dove Investment Research And Management, INC.: new SEC registration, $107M AUM, Irvine, CA
• Ebert Capital Management INC.: new SEC registration, $116M AUM, Eureka, CA
• Factory Capital LLC: new SEC registration, $103M AUM, Los Angeles, CA
• Fathom Point Capital LLC: new SEC registration, $280M AUM, San Francisco, CA
• Ftv Capital: new SEC registration, $11,858M AUM, San Francisco, CA
• Fullerton Advisors, LLC: new SEC registration, $120M AUM, Danville, CA
• Fusion Capital: new SEC registration, $461M AUM, Los Angeles, CA
• Garhwal, Chan & Williams INC.: new SEC registration, $134M AUM, San Francisco, CA
• Gideon Capital, LLC: new SEC registration, $229M AUM, Los Angeles, CA
• Goldberg Financial Advisors, LLC: new SEC registration, $120M AUM, El Segundo, CA
• Goldman Wealth Management: new SEC registration, $120M AUM, San Diego, CA
• Graceada Partners: new SEC registration, $273M AUM, Modesto, CA
• Green Ocean Global Advisors LLC: new SEC registration, $115M AUM, San Francisco, CA
• Hunt Wealth Management: new SEC registration, $110M AUM, Concord, CA
• Ig Better Future Management, LLC: new SEC registration, $128M AUM, Menlo Park, CA
• Igw Advisory Investment Management LLC: new SEC registration, $171M AUM, Los Angeles, CA
• Impact Fiduciary LLC: new SEC registration, $155M AUM, Pasadena, CA
• Incision Capital Management LP: new SEC registration, $220M AUM, San Francisco, CA
• Infinity 8 Investments, LLC: new SEC registration, $124M AUM, Cupertino, CA
• Investlinc Wealth Services: new SEC registration, $116M AUM, Brea, CA
• Investment Managers Group, LLC: new SEC registration, $117M AUM, Temecula, CA
• Islander Capital Partners, L.P.: new SEC registration, $345M AUM, San Francisco, CA
• J K R & Company, INC.: new SEC registration, $152M AUM, Van Nuys, CA
• Jaffe Asset Management LLC: new SEC registration, $116M AUM, Beverly Hills, CA
• Kaiyo Wealth LLC: new SEC registration, $240M AUM, San Diego, CA
• Kb Financial Advisors LLC: new SEC registration, $115M AUM, San Francisco, CA
• Kittyhawk Ventures, LLC: new SEC registration, $184M AUM, Los Angeles, CA
• Kroeger Financial Partners: new SEC registration, $111M AUM, Grass Valley, CA
• Kukui Tree Capital Management LLC: new SEC registration, $105M AUM, Palo Alto, CA
• Lendistry Capital Partners, LLC: new SEC registration, $213M AUM, Los Angeles, CA
• Luna Capital Management, LLC: new SEC registration, $116M AUM, Burlingame, CA
• M2 Capital Advisors: new SEC registration, $158M AUM, Valencia, CA
• Madson Wealth Advisors INC.: new SEC registration, $209M AUM, Santa Rosa, CA
• Marathon Management Partners LLC: new SEC registration, $340M AUM, Beverly Hills, CA
• Medici Capital LLC: new SEC registration, $216M AUM, Newport Beach, CA
• Merritt Point Partners LLC: new SEC registration, $636M AUM, Oakland, CA
• Meson Quantitative Management LLC: new SEC registration, $1,089M AUM, San Francisco, CA
• Mile Wealth Management: new SEC registration, $120M AUM, Irvine, CA
• Miller Financial Services, INC.: new SEC registration, $127M AUM, San Juan Capistrano, CA
• Mork Capital Management: new SEC registration, $199M AUM, Healdsburg, CA
• Muse Capital Management LLC: new SEC registration, $107M AUM, Santa Monica, CA
• Next Horizon Capital: new SEC registration, $506M AUM, San Francisco, CA
• Nim Wealth Solutions: new SEC registration, $117M AUM, San Jose, CA
• Ocean Path Advisors, LLC: new SEC registration, $560M AUM, Manhattan Beach, CA
• Olive Partners Management: new SEC registration, $465M AUM, Palo Alto, CA
• Orchard City Wealth Management, LLC: new SEC registration, $116M AUM, Los Gatos, CA
• Owl Ventures: new SEC registration, $2,504M AUM, San Francisco, CA
• Pacific Specialty Investment Group, LLC: new SEC registration, $123M AUM, Newport Beach, CA
• Pointone Family Office: new SEC registration, $327M AUM, Manhattan Beach, CA
• Prosperity Financial Group, INC.: new SEC registration, $503M AUM, San Ramon, CA
• R.I.T. Wealth Advisors: new SEC registration, $235M AUM, San Luis Obispo, CA
• Rittmann Capital Management Co: new SEC registration, $142M AUM, Moraga, CA
• Rivonia Road Capital LLC: new SEC registration, $246M AUM, Santa Monica, CA
• Rj Patterson Group: new SEC registration, $142M AUM, San Diego, CA
• Robinhood Ventures: new SEC registration, $717M AUM, Menlo Park, CA
• S&F Investment Advisors: new SEC registration, $106M AUM, Encino, CA
• Scenic Management LLC: new SEC registration, $145M AUM, San Francisco, CA
• Schauer Investment Management, INC.: new SEC registration, $120M AUM, Northridge, CA
• Seagull Lane Asset Management LLC: new SEC registration, $208M AUM, Huntington Beach, CA
• Sikorski Wealth Management, LLC: new SEC registration, $140M AUM, San Diego, CA
• Stoic Point Capital Management LLC: new SEC registration, $119M AUM, Palo Alto, CA
• Stonebridge Financial Group: new SEC registration, $896M AUM, San Rafael, CA
• Swad Wealth Management LLC: new SEC registration, $111M AUM, Santa Rosa, CA
• Terrafirma Wealth Partners: new SEC registration, $118M AUM, Walnut Creek, CA
• Tidwell Wealth Management LLC: new SEC registration, $117M AUM, Rocklin, CA
• Total Wealth Solutions: new SEC registration, $148M AUM, Los Altos, CA
• Triad Investment Management, LLC: new SEC registration, $120M AUM, Newport Beach, CA
• Tweet Management Services, INC.: new SEC registration, $121M AUM, La Mesa, CA
• Twin Rivers Wealth Management: new SEC registration, $122M AUM, Sacramento, CA
• Ultra Advisory Group: new SEC registration, $143M AUM, Irvine, CA
• Vantage Financial Group: new SEC registration, $119M AUM, Auburn, CA
• Warm Springs Advisors INC.: new SEC registration, $131M AUM, Larkspur, CA
• Wealth Compass Financial, INC.: new SEC registration, $115M AUM, Carlsbad, CA
• Wealth Strategies Group: new SEC registration, $103M AUM, Newport Beach, CA
• Wealthlynk, INC.: new SEC registration, $112M AUM, Fallbrook, CA
• Wealthrise Financial Planning, LLC: new SEC registration, $136M AUM, Carlsbad, CA
• Wellacre Global Wealth Advisors: new SEC registration, $104M AUM, Santa Monica, CA
• Westbound Equity Management, LLC: new SEC registration, $146M AUM, Palo Alto, CA
• Wndrco Capital Management LLC: new SEC registration, $1,053M AUM, San Francisco, CA
• Zuckerman Capital Management, LLC: new SEC registration, $123M AUM, Los Angeles, CA

Colorado

• 56 Capital Partners, LTD: new SEC registration, $113M AUM, Colorado Springs, CO
• Agemy Wealth Advisors, LLC: new SEC registration, $131M AUM, Denver, CO
• Alder Point Capital Management LLC: new SEC registration, $121M AUM, Lafayette, CO
• Aqi: new SEC registration, $108M AUM, Lone Tree, CO
• Cresalta Investment Management, INC.: new SEC registration, $323M AUM, Greenwood Village, CO
• Cultivate Wealth Partners: new SEC registration, $125M AUM, Broomfield, CO
• Exceptional Wealth & Family Office: new SEC registration, $292M AUM, Colorado Springs, CO
• Financial Mountain INC: new SEC registration, $111M AUM, Boulder, CO
• Freif Advisors LLC: new SEC registration, $570M AUM, Denver, CO
• Innovative Financial, LLC: new SEC registration, $105M AUM, Lakewood, CO
• Jackson Wealth Management, LLC: new SEC registration, $107M AUM, Castle Rock, CO
• Leh III Management LLC: new SEC registration, $336M AUM, Englewood, CO
• Mathies Financial Partners: new SEC registration, $104M AUM, Pueblo, CO
• Noble Wealth Partners: new SEC registration, $118M AUM, Denver, CO
• Peak Financial Management, INC.: new SEC registration, $109M AUM, Broomfield, CO
• Pulliam Family Office, LLC: new SEC registration, $142M AUM, Crested Butte, CO
• Shenandoah Energy Management, LLC: new SEC registration, $254M AUM, Highlands Ranch, CO
• Snow Peak Capital, LLC: new SEC registration, $174M AUM, Broomfield, CO
• Trailwise Financial Partners, LLC: new SEC registration, $145M AUM, Golden, CO
• Unless Management LP: new SEC registration, $253M AUM, Boulder, CO
• Wealth Engineers, LLC: new SEC registration, $118M AUM, Denver, CO
• White Hawk Wealth Management: new SEC registration, $131M AUM, Broomfield, CO

Connecticut

• 37spruce Investment Partners, LLC: new SEC registration, $150M AUM, Greenwich, CT
• August Wealth Advisors LLC: new SEC registration, $437M AUM, Westport, CT
• Catum Advisory Group, LLC.: new SEC registration, $129M AUM, Wilton, CT
• Cove View Investment Partners, LLC: new SEC registration, $128M AUM, Old Greenwich, CT
• Dayah Capital LLC: new SEC registration, $265M AUM, Stamford, CT
• Dellora Investments LP: new SEC registration, $148M AUM, Greenwich, CT
• Eagle Capital Advisors, LLC: new SEC registration, $116M AUM, Middlebury, CT
• Fundsmith Partners Us LLC: applying for SEC registration, $435M AUM, Stamford, CT
• Gradient Ridge Capital, L.P.: new SEC registration, $232M AUM, Norwalk, CT
• Guggenheim Investments Loan Advisors, LLC: new SEC registration, $155M AUM, Stamford, CT
• Jc Capital Advisors Group LLC: applying for SEC registration, $263M AUM, Stamford, CT
• Light Arc Capital Management LLC: new SEC registration, $324M AUM, Greenwich, CT
• N10° Assets: new SEC registration, $307M AUM, Greenwich, CT
• N10° Wealth: new SEC registration, $553M AUM, Greenwich, CT
• Point 41 Capital Partners, L.P.: new SEC registration, $563M AUM, Cos Cob, CT
• Quorus INC.: new SEC registration, $148M AUM, Westport, CT
• Reinova Capital Advisors LLC: new SEC registration, $175M AUM, Greenwich, CT
• Silver Point Private Credit Fund Management, LLC: new SEC registration, $359M AUM, Greenwich, CT
• Spice Expeditions, LP: new SEC registration, $196M AUM, Westport, CT
• Swan Investment Partners: new SEC registration, $334M AUM, Old Greenwich, CT
• Telos Partners LLC: new SEC registration, $139M AUM, Avon, CT
• Tourmalet Advisors, LP: new SEC registration, $441M AUM, Fairfield, CT
• Tumolo Wealth Management LLC: new SEC registration, $134M AUM, East Lyme, CT
• Twin Lions Management: new SEC registration, $216M AUM, Stamford, CT
• Wealthshape LLC: new SEC registration, $109M AUM, Windsor, CT
• Wingman Growth Partners: new SEC registration, $167M AUM, Greenwich, CT

Delaware

• Back Bay Financial Planning & Investments: new SEC registration, $120M AUM, Bethany Beach, DE
• Morningside Asset Management: new SEC registration, $136M AUM, Wilmington, DE

District of Columbia

• Emerging Capital Partners: new SEC registration, $837M AUM, Washington, DC
• Multiplier Capital, LLC: new SEC registration, $503M AUM, Washington, DC
• Prp Real Assets Advisors, LLC: new SEC registration, $3,044M AUM, Washington, DC

Florida

• 1 Main Capital Management, LLC: new SEC registration, $119M AUM, Aventura, FL
• Accumulator Operations LLC: new SEC registration, $148M AUM, Coral Gables, FL
• Advanced Wealth Management: new SEC registration, $111M AUM, Sarasota, FL
• Altura Capital: new SEC registration, $160M AUM, Coral Gables, FL
• American Ventures Im LLC: new SEC registration, $839M AUM, Palm Beach Gardens, FL
• Balance Capital Partners L.P.: new SEC registration, $196M AUM, Miami, FL
• Barramundi Advisors LLC: new SEC registration, $390M AUM, Boca Raton, FL
• Belleair Wealth Management, LLC: new SEC registration, $111M AUM, Belleair Bluffs, FL
• Bice Wealth Management LLC: new SEC registration, $164M AUM, Miami, FL
• Bicycle Capital: new SEC registration, $518M AUM, Coconut Grove, FL
• Blanche Park Capital: new SEC registration, $167M AUM, Miami, FL
• Bria Capital Group, LLC: new SEC registration, $155M AUM, Wesley Chapel, FL
• Brightside Capital Partners LLC: new SEC registration, $473M AUM, Lantana, FL
• Caleo Capital N.A. LLC: new SEC registration, $112M AUM, Ponte Vedra, FL
• Cambier Capital, LLC: new SEC registration, $165M AUM, Naples, FL
• Cip Pe Advisors, LLC: new SEC registration, $1,920M AUM, West Palm Beach, FL
• Common Cents Wealth Management, LLC: new SEC registration, $114M AUM, Pembroke Pines, FL
• Cs Advisors INC.: new SEC registration, $118M AUM, Boca Raton, FL
• Daher Capital Group, LLC: new SEC registration, $490M AUM, Jupiter, FL
• Doxara Capital LP: new SEC registration, $125M AUM, Jacksonville, FL
• Elevate Financial Planning And Wealth Management: new SEC registration, $107M AUM, St. Petersburg, FL
• Eve Partners: new SEC registration, $641M AUM, Ponte Vedra Beach, FL
• Evertern Wealth, LLC: new SEC registration, $1,564M AUM, Naples, FL
• Ffo Investments LLC: new SEC registration, $207M AUM, Tampa, FL
• Florida Atlantic Securities Corp.: new SEC registration, $590M AUM, Miami, FL
• Glassbead Capital Management LLC: new SEC registration, $138M AUM, Miami Beach, FL
• Gld Advisors, LLC: new SEC registration, $257M AUM, Miami Beach, FL
• Goi: new SEC registration, $111M AUM, Miami, FL
• Green Capital Private Wealth: new SEC registration, $150M AUM, Miami, FL
• Greenline Wealth Management: new SEC registration, $117M AUM, Boca Raton, FL

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