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- Page 2

# 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).

[1](/hub/newriapulse/records) 2 [3](/hub/newriapulse/records/3) [4](/hub/newriapulse/records/4) [5](/hub/newriapulse/records/5)

## Arizona

- [Spirit West Advisors, LLC: new SEC registration, $111M AUM, Scottsdale, AZ](/report/newriapulse/spirit-west-advisors-llc-scottsdale-az--ria-285314)
- [Wisdom Wealth Investment Advisors LLC: new SEC registration, $139M AUM, Phoenix, AZ](/report/newriapulse/wisdom-wealth-investment-advisors-llc-phoenix-az--ria-170536)

## Arkansas

- [Hatcher Capital Investments, INC.: new SEC registration, $127M AUM, Little Rock, AR](/report/newriapulse/hatcher-capital-investments-inc-little-rock-ar--ria-300230)
- [Hulsey Capital Management, INC.: new SEC registration, $113M AUM, Heber Springs, AR](/report/newriapulse/hulsey-capital-management-inc-heber-springs-ar--ria-116183)
- [Whiterock Wealth Design, LLC: applying for SEC registration, $633M AUM, Fayetteville, AR](/report/newriapulse/whiterock-wealth-design-llc-fayetteville-ar--ria-342236)

## California

- [3spoke Management, LLC: new SEC registration, $254M AUM, Irvine, CA](/report/newriapulse/3spoke-management-llc-irvine-ca--ria-308919)
- [Acuta Capital Partners, LLC: new SEC registration, $173M AUM, Redwood City, CA](/report/newriapulse/acuta-capital-partners-llc-redwood-city-ca--ria-158869)
- [Agriglobe Land Advisors, LLC: new SEC registration, $602M AUM, Fresno, CA](/report/newriapulse/agriglobe-land-advisors-llc-fresno-ca--ria-337868)
- [Ajax Health Management Company, LLC: new SEC registration, $215M AUM, Menlo Park, CA](/report/newriapulse/ajax-health-management-company-llc-menlo-park-ca--ria-340280)
- [Ak Global Asset Management, LLC: new SEC registration, $118M AUM, Oakland, CA](/report/newriapulse/ak-global-asset-management-llc-oakland-ca--ria-137530)
- [Alamo Capital: new SEC registration, $104M AUM, Walnut Creek, CA](/report/newriapulse/alamo-capital-walnut-creek-ca--ria-26193)
- [Align Wealth Management, LLC: new SEC registration, $117M AUM, San Jose, CA](/report/newriapulse/align-wealth-management-llc-san-jose-ca--ria-323615)
- [Allpoint Financial Group: new SEC registration, $117M AUM, Petaluma, CA](/report/newriapulse/allpoint-financial-group-petaluma-ca--ria-301028)
- [Altruist Advisors LLC: new SEC registration, $190M AUM, Culver City, CA](/report/newriapulse/altruist-advisors-llc-culver-city-ca--ria-340784)
- [Andra Capital LLC: new SEC registration, $477M AUM, San Francisco, CA](/report/newriapulse/andra-capital-llc-san-francisco-ca--ria-314080)
- [Angeles Family Office: new SEC registration, $182M AUM, Santa Monica, CA](/report/newriapulse/angeles-family-office-santa-monica-ca--ria-338266)
- [Apple & Associates: new SEC registration, $138M AUM, Grass Valley, CA](/report/newriapulse/apple-and-associates-grass-valley-ca--ria-126849)
- [Arc Capital Partners: new SEC registration, $862M AUM, Los Angeles, CA](/report/newriapulse/arc-capital-partners-los-angeles-ca--ria-342797)
- [Ark Wealth Advisors, LLC: new SEC registration, $118M AUM, Yorba Linda, CA](/report/newriapulse/ark-wealth-advisors-llc-yorba-linda-ca--ria-309396)
- [Beacon Coast Partners, LLC: applying for SEC registration, $2,284M AUM, San Francisco, CA](/report/newriapulse/beacon-coast-partners-llc-san-francisco-ca--ria-341584)
- [Bgv Vc Management LLC: new SEC registration, $433M AUM, Menlo Park, CA](/report/newriapulse/bgv-vc-management-llc-menlo-park-ca--ria-298473)
- [Blueline Capital: new SEC registration, $240M AUM, San Francisco, CA](/report/newriapulse/blueline-capital-san-francisco-ca--ria-338340)
- [Bridgeview Capital Advisors, INC.: new SEC registration, $122M AUM, El Dorado Hills, CA](/report/newriapulse/bridgeview-capital-advisors-inc-el-dorado-hills-ca--ria-6290)
- [Bright Lake Wealth Management, LLC: new SEC registration, $104M AUM, Redding, CA](/report/newriapulse/bright-lake-wealth-management-llc-redding-ca--ria-323513)
- [Burlingame Wealth Management, LLC: new SEC registration, $129M AUM, Burlingame, CA](/report/newriapulse/burlingame-wealth-management-llc-burlingame-ca--ria-300041)
- [Butler Hall Capital LLC: new SEC registration, $218M AUM, Los Angeles, CA](/report/newriapulse/butler-hall-capital-llc-los-angeles-ca--ria-290744)
- [Caregen Wealth Management: new SEC registration, $110M AUM, San Mateo, CA](/report/newriapulse/caregen-wealth-management-san-mateo-ca--ria-315313)
- [Cavu Wealth Advisors, LLC: new SEC registration, $172M AUM, Walnut Creek, CA](/report/newriapulse/cavu-wealth-advisors-llc-walnut-creek-ca--ria-340677)
- [Centricus Investment Advisors (Us) LLC: new SEC registration, $1,021M AUM, Beverly Hills, CA](/report/newriapulse/centricus-investment-advisors-us-llc-beverly-hills-ca--ria-341654)
- [Certis Capital Management, INC.: new SEC registration, $256M AUM, Santa Barbara, CA](/report/newriapulse/certis-capital-management-inc-santa-barbara-ca--ria-144290)
- [Commonwealth Asset Management LP: new SEC registration, $296M AUM, Los Angeles, CA](/report/newriapulse/commonwealth-asset-management-lp-los-angeles-ca--ria-306098)
- [Corinthian Wealth Management: new SEC registration, $132M AUM, San Jose, CA](/report/newriapulse/corinthian-wealth-management-san-jose-ca--ria-312196)
- [Cosmos Wealth, LLC: new SEC registration, $191M AUM, La Jolla, CA](/report/newriapulse/cosmos-wealth-llc-la-jolla-ca--ria-341781)
- [Counter Global, L.P.: new SEC registration, $173M AUM, Santa Monica, CA](/report/newriapulse/counter-global-l-p-santa-monica-ca--ria-330571)
- [Crosspoint Capital Management: new SEC registration, $117M AUM, Orinda, CA](/report/newriapulse/crosspoint-capital-management-orinda-ca--ria-150212)
- [Crystal Cove Asset Management: new SEC registration, $135M AUM, Newport Beach, CA](/report/newriapulse/crystal-cove-asset-management-newport-beach-ca--ria-289810)
- [Cs Tomasi Wealth Management: new SEC registration, $110M AUM, Costa Mesa, CA](/report/newriapulse/cs-tomasi-wealth-management-costa-mesa-ca--ria-287561)
- [Dove Investment Research And Management, INC.: new SEC registration, $107M AUM, Irvine, CA](/report/newriapulse/dove-investment-research-and-management-inc-irvine-ca--ria-300058)
- [Ebert Capital Management INC.: new SEC registration, $116M AUM, Eureka, CA](/report/newriapulse/ebert-capital-management-inc-eureka-ca--ria-155169)
- [Factory Capital LLC: new SEC registration, $103M AUM, Los Angeles, CA](/report/newriapulse/factory-capital-llc-los-angeles-ca--ria-341250)
- [Fathom Point Capital LLC: new SEC registration, $280M AUM, San Francisco, CA](/report/newriapulse/fathom-point-capital-llc-san-francisco-ca--ria-339729)
- [Ftv Capital: new SEC registration, $11,858M AUM, San Francisco, CA](/report/newriapulse/ftv-capital-san-francisco-ca--ria-159568)
- [Fullerton Advisors, LLC: new SEC registration, $120M AUM, Danville, CA](/report/newriapulse/fullerton-advisors-llc-danville-ca--ria-148880)
- [Fusion Capital: new SEC registration, $461M AUM, Los Angeles, CA](/report/newriapulse/fusion-capital-los-angeles-ca--ria-333924)
- [Garhwal, Chan & Williams INC.: new SEC registration, $134M AUM, San Francisco, CA](/report/newriapulse/garhwal-chan-and-williams-inc-san-francisco-ca--ria-125484)
- [Gideon Capital, LLC: new SEC registration, $229M AUM, Los Angeles, CA](/report/newriapulse/gideon-capital-llc-los-angeles-ca--ria-337919)
- [Goldberg Financial Advisors, LLC: new SEC registration, $120M AUM, El Segundo, CA](/report/newriapulse/goldberg-financial-advisors-llc-el-segundo-ca--ria-158147)
- [Goldman Wealth Management: new SEC registration, $120M AUM, San Diego, CA](/report/newriapulse/goldman-wealth-management-san-diego-ca--ria-290153)
- [Graceada Partners: new SEC registration, $273M AUM, Modesto, CA](/report/newriapulse/graceada-partners-modesto-ca--ria-337421)
- [Green Ocean Global Advisors LLC: new SEC registration, $115M AUM, San Francisco, CA](/report/newriapulse/green-ocean-global-advisors-llc-san-francisco-ca--ria-321145)
- [Hunt Wealth Management: new SEC registration, $110M AUM, Concord, CA](/report/newriapulse/hunt-wealth-management-concord-ca--ria-288892)
- [Ig Better Future Management, LLC: new SEC registration, $128M AUM, Menlo Park, CA](/report/newriapulse/ig-better-future-management-llc-menlo-park-ca--ria-314033)
- [Igw Advisory Investment Management LLC: new SEC registration, $171M AUM, Los Angeles, CA](/report/newriapulse/igw-advisory-investment-management-llc-los-angeles-ca--ria-333479)
- [Impact Fiduciary LLC: new SEC registration, $155M AUM, Pasadena, CA](/report/newriapulse/impact-fiduciary-llc-pasadena-ca--ria-288345)
- [Incision Capital Management LP: new SEC registration, $220M AUM, San Francisco, CA](/report/newriapulse/incision-capital-management-lp-san-francisco-ca--ria-325593)
- [Infinity 8 Investments, LLC: new SEC registration, $124M AUM, Cupertino, CA](/report/newriapulse/infinity-8-investments-llc-cupertino-ca--ria-152180)
- [Investlinc Wealth Services: new SEC registration, $116M AUM, Brea, CA](/report/newriapulse/investlinc-wealth-services-brea-ca--ria-332607)
- [Investment Managers Group, LLC: new SEC registration, $117M AUM, Temecula, CA](/report/newriapulse/investment-managers-group-llc-temecula-ca--ria-164203)
- [Islander Capital Partners, L.P.: new SEC registration, $345M AUM, San Francisco, CA](/report/newriapulse/islander-capital-partners-l-p-san-francisco-ca--ria-326856)
- [J K R & Company, INC.: new SEC registration, $152M AUM, Van Nuys, CA](/report/newriapulse/j-k-r-and-company-inc-van-nuys-ca--ria-8040)
- [Jaffe Asset Management LLC: new SEC registration, $116M AUM, Beverly Hills, CA](/report/newriapulse/jaffe-asset-management-llc-beverly-hills-ca--ria-108082)
- [Kaiyo Wealth LLC: new SEC registration, $240M AUM, San Diego, CA](/report/newriapulse/kaiyo-wealth-llc-san-diego-ca--ria-316431)
- [Kb Financial Advisors LLC: new SEC registration, $115M AUM, San Francisco, CA](/report/newriapulse/kb-financial-advisors-llc-san-francisco-ca--ria-134374)
- [Kittyhawk Ventures, LLC: new SEC registration, $184M AUM, Los Angeles, CA](/report/newriapulse/kittyhawk-ventures-llc-los-angeles-ca--ria-290082)
- [Kroeger Financial Partners: new SEC registration, $111M AUM, Grass Valley, CA](/report/newriapulse/kroeger-financial-partners-grass-valley-ca--ria-175113)
- [Kukui Tree Capital Management LLC: new SEC registration, $105M AUM, Palo Alto, CA](/report/newriapulse/kukui-tree-capital-management-llc-palo-alto-ca--ria-330374)
- [Lendistry Capital Partners, LLC: new SEC registration, $213M AUM, Los Angeles, CA](/report/newriapulse/lendistry-capital-partners-llc-los-angeles-ca--ria-343142)
- [Luna Capital Management, LLC: new SEC registration, $116M AUM, Burlingame, CA](/report/newriapulse/luna-capital-management-llc-burlingame-ca--ria-307687)
- [M2 Capital Advisors: new SEC registration, $158M AUM, Valencia, CA](/report/newriapulse/m2-capital-advisors-valencia-ca--ria-288829)
- [Madson Wealth Advisors INC.: new SEC registration, $209M AUM, Santa Rosa, CA](/report/newriapulse/madson-wealth-advisors-inc-santa-rosa-ca--ria-338608)
- [Marathon Management Partners LLC: new SEC registration, $340M AUM, Beverly Hills, CA](/report/newriapulse/marathon-management-partners-llc-beverly-hills-ca--ria-332549)
- [Medici Capital LLC: new SEC registration, $216M AUM, Newport Beach, CA](/report/newriapulse/medici-capital-llc-newport-beach-ca--ria-308394)
- [Merritt Point Partners LLC: new SEC registration, $636M AUM, Oakland, CA](/report/newriapulse/merritt-point-partners-llc-oakland-ca--ria-298680)
- [Meson Quantitative Management LLC: new SEC registration, $1,089M AUM, San Francisco, CA](/report/newriapulse/meson-quantitative-management-llc-san-francisco-ca--ria-332226)
- [Mile Wealth Management: new SEC registration, $120M AUM, Irvine, CA](/report/newriapulse/mile-wealth-management-irvine-ca--ria-288519)
- [Miller Financial Services, INC.: new SEC registration, $127M AUM, San Juan Capistrano, CA](/report/newriapulse/miller-financial-services-inc-san-juan-capistrano-ca--ria-339220)
- [Mork Capital Management: new SEC registration, $199M AUM, Healdsburg, CA](/report/newriapulse/mork-capital-management-healdsburg-ca--ria-136154)
- [Muse Capital Management LLC: new SEC registration, $107M AUM, Santa Monica, CA](/report/newriapulse/muse-capital-management-llc-santa-monica-ca--ria-304463)
- [Next Horizon Capital: new SEC registration, $506M AUM, San Francisco, CA](/report/newriapulse/next-horizon-capital-san-francisco-ca--ria-321649)
- [Nim Wealth Solutions: new SEC registration, $117M AUM, San Jose, CA](/report/newriapulse/nim-wealth-solutions-san-jose-ca--ria-334754)
- [Ocean Path Advisors, LLC: new SEC registration, $560M AUM, Manhattan Beach, CA](/report/newriapulse/ocean-path-advisors-llc-manhattan-beach-ca--ria-338933)
- [Olive Partners Management: new SEC registration, $465M AUM, Palo Alto, CA](/report/newriapulse/olive-partners-management-palo-alto-ca--ria-335855)
- [Orchard City Wealth Management, LLC: new SEC registration, $116M AUM, Los Gatos, CA](/report/newriapulse/orchard-city-wealth-management-llc-los-gatos-ca--ria-292274)
- [Owl Ventures: new SEC registration, $2,504M AUM, San Francisco, CA](/report/newriapulse/owl-ventures-san-francisco-ca--ria-172513)
- [Pacific Specialty Investment Group, LLC: new SEC registration, $123M AUM, Newport Beach, CA](/report/newriapulse/pacific-specialty-investment-group-llc-newport-beach-ca--ria-282463)
- [Pointone Family Office: new SEC registration, $327M AUM, Manhattan Beach, CA](/report/newriapulse/pointone-family-office-manhattan-beach-ca--ria-338563)
- [Prosperity Financial Group, INC.: new SEC registration, $503M AUM, San Ramon, CA](/report/newriapulse/prosperity-financial-group-inc-san-ramon-ca--ria-339321)
- [R.I.T. Wealth Advisors: new SEC registration, $235M AUM, San Luis Obispo, CA](/report/newriapulse/r-i-t-wealth-advisors-san-luis-obispo-ca--ria-339934)
- [Rittmann Capital Management Co: new SEC registration, $142M AUM, Moraga, CA](/report/newriapulse/rittmann-capital-management-co-moraga-ca--ria-108762)
- [Rivonia Road Capital LLC: new SEC registration, $246M AUM, Santa Monica, CA](/report/newriapulse/rivonia-road-capital-llc-santa-monica-ca--ria-296295)
- [Rj Patterson Group: new SEC registration, $142M AUM, San Diego, CA](/report/newriapulse/rj-patterson-group-san-diego-ca--ria-281752)
- [Robinhood Ventures: new SEC registration, $717M AUM, Menlo Park, CA](/report/newriapulse/robinhood-ventures-menlo-park-ca--ria-339165)
- [S&F Investment Advisors: new SEC registration, $106M AUM, Encino, CA](/report/newriapulse/s-and-f-investment-advisors-encino-ca--ria-129367)
- [Scenic Management LLC: new SEC registration, $145M AUM, San Francisco, CA](/report/newriapulse/scenic-management-llc-san-francisco-ca--ria-315808)
- [Schauer Investment Management, INC.: new SEC registration, $120M AUM, Northridge, CA](/report/newriapulse/schauer-investment-management-inc-northridge-ca--ria-283119)
- [Seagull Lane Asset Management LLC: new SEC registration, $208M AUM, Huntington Beach, CA](/report/newriapulse/seagull-lane-asset-management-llc-huntington-beach-ca--ria-282566)
- [Sikorski Wealth Management, LLC: new SEC registration, $140M AUM, San Diego, CA](/report/newriapulse/sikorski-wealth-management-llc-san-diego-ca--ria-312805)
- [Stoic Point Capital Management LLC: new SEC registration, $119M AUM, Palo Alto, CA](/report/newriapulse/stoic-point-capital-management-llc-palo-alto-ca--ria-297766)
- [Stonebridge Financial Group: new SEC registration, $896M AUM, San Rafael, CA](/report/newriapulse/stonebridge-financial-group-san-rafael-ca--ria-340200)
- [Swad Wealth Management LLC: new SEC registration, $111M AUM, Santa Rosa, CA](/report/newriapulse/swad-wealth-management-llc-santa-rosa-ca--ria-319218)
- [Terrafirma Wealth Partners: new SEC registration, $118M AUM, Walnut Creek, CA](/report/newriapulse/terrafirma-wealth-partners-walnut-creek-ca--ria-331568)
- [Tidwell Wealth Management LLC: new SEC registration, $117M AUM, Rocklin, CA](/report/newriapulse/tidwell-wealth-management-llc-rocklin-ca--ria-309109)
- [Total Wealth Solutions: new SEC registration, $148M AUM, Los Altos, CA](/report/newriapulse/total-wealth-solutions-los-altos-ca--ria-327794)
- [Triad Investment Management, LLC: new SEC registration, $120M AUM, Newport Beach, CA](/report/newriapulse/triad-investment-management-llc-newport-beach-ca--ria-146786)
- [Tweet Management Services, INC.: new SEC registration, $121M AUM, La Mesa, CA](/report/newriapulse/tweet-management-services-inc-la-mesa-ca--ria-156730)
- [Twin Rivers Wealth Management: new SEC registration, $122M AUM, Sacramento, CA](/report/newriapulse/twin-rivers-wealth-management-sacramento-ca--ria-305773)
- [Ultra Advisory Group: new SEC registration, $143M AUM, Irvine, CA](/report/newriapulse/ultra-advisory-group-irvine-ca--ria-338775)
- [Vantage Financial Group: new SEC registration, $119M AUM, Auburn, CA](/report/newriapulse/vantage-financial-group-auburn-ca--ria-309675)
- [Warm Springs Advisors INC.: new SEC registration, $131M AUM, Larkspur, CA](/report/newriapulse/warm-springs-advisors-inc-larkspur-ca--ria-306501)
- [Wealth Compass Financial, INC.: new SEC registration, $115M AUM, Carlsbad, CA](/report/newriapulse/wealth-compass-financial-inc-carlsbad-ca--ria-290139)
- [Wealth Strategies Group: new SEC registration, $103M AUM, Newport Beach, CA](/report/newriapulse/wealth-strategies-group-newport-beach-ca--ria-326407)
- [Wealthlynk, INC.: new SEC registration, $112M AUM, Fallbrook, CA](/report/newriapulse/wealthlynk-inc-fallbrook-ca--ria-327527)
- [Wealthrise Financial Planning, LLC: new SEC registration, $136M AUM, Carlsbad, CA](/report/newriapulse/wealthrise-financial-planning-llc-carlsbad-ca--ria-283764)
- [Wellacre Global Wealth Advisors: new SEC registration, $104M AUM, Santa Monica, CA](/report/newriapulse/wellacre-global-wealth-advisors-santa-monica-ca--ria-306770)
- [Westbound Equity Management, LLC: new SEC registration, $146M AUM, Palo Alto, CA](/report/newriapulse/westbound-equity-management-llc-palo-alto-ca--ria-306955)
- [Wndrco Capital Management LLC: new SEC registration, $1,053M AUM, San Francisco, CA](/report/newriapulse/wndrco-capital-management-llc-san-francisco-ca--ria-318443)
- [Zuckerman Capital Management, LLC: new SEC registration, $123M AUM, Los Angeles, CA](/report/newriapulse/zuckerman-capital-management-llc-los-angeles-ca--ria-148549)

## Colorado

- [56 Capital Partners, LTD: new SEC registration, $113M AUM, Colorado Springs, CO](/report/newriapulse/56-capital-partners-ltd-colorado-springs-co--ria-290938)
- [Agemy Wealth Advisors, LLC: new SEC registration, $131M AUM, Denver, CO](/report/newriapulse/agemy-wealth-advisors-llc-denver-co--ria-218512)
- [Alder Point Capital Management LLC: new SEC registration, $121M AUM, Lafayette, CO](/report/newriapulse/alder-point-capital-management-llc-lafayette-co--ria-337839)
- [Aqi: new SEC registration, $108M AUM, Lone Tree, CO](/report/newriapulse/aqi-lone-tree-co--ria-339159)
- [Cresalta Investment Management, INC.: new SEC registration, $323M AUM, Greenwood Village, CO](/report/newriapulse/cresalta-investment-management-inc-greenwood-village-co--ria-339872)
- [Cultivate Wealth Partners: new SEC registration, $125M AUM, Broomfield, CO](/report/newriapulse/cultivate-wealth-partners-broomfield-co--ria-340314)
- [Exceptional Wealth & Family Office: new SEC registration, $292M AUM, Colorado Springs, CO](/report/newriapulse/exceptional-wealth-and-family-office-colorado-springs-co--ria-340444)
- [Financial Mountain INC: new SEC registration, $111M AUM, Boulder, CO](/report/newriapulse/financial-mountain-inc-boulder-co--ria-108489)
- [Freif Advisors LLC: new SEC registration, $570M AUM, Denver, CO](/report/newriapulse/freif-advisors-llc-denver-co--ria-340426)
- [Innovative Financial, LLC: new SEC registration, $105M AUM, Lakewood, CO](/report/newriapulse/innovative-financial-llc-lakewood-co--ria-127469)
- [Jackson Wealth Management, LLC: new SEC registration, $107M AUM, Castle Rock, CO](/report/newriapulse/jackson-wealth-management-llc-castle-rock-co--ria-310496)
- [Leh III Management LLC: new SEC registration, $336M AUM, Englewood, CO](/report/newriapulse/leh-iii-management-llc-englewood-co--ria-341093)
- [Mathies Financial Partners: new SEC registration, $104M AUM, Pueblo, CO](/report/newriapulse/mathies-financial-partners-pueblo-co--ria-150079)
- [Noble Wealth Partners: new SEC registration, $118M AUM, Denver, CO](/report/newriapulse/noble-wealth-partners-denver-co--ria-298396)
- [Peak Financial Management, INC.: new SEC registration, $109M AUM, Broomfield, CO](/report/newriapulse/peak-financial-management-inc-broomfield-co--ria-281223)
- [Pulliam Family Office, LLC: new SEC registration, $142M AUM, Crested Butte, CO](/report/newriapulse/pulliam-family-office-llc-crested-butte-co--ria-338839)
- [Shenandoah Energy Management, LLC: new SEC registration, $254M AUM, Highlands Ranch, CO](/report/newriapulse/shenandoah-energy-management-llc-highlands-ranch-co--ria-332901)
- [Snow Peak Capital, LLC: new SEC registration, $174M AUM, Broomfield, CO](/report/newriapulse/snow-peak-capital-llc-broomfield-co--ria-321648)
- [Trailwise Financial Partners, LLC: new SEC registration, $145M AUM, Golden, CO](/report/newriapulse/trailwise-financial-partners-llc-golden-co--ria-323530)
- [Unless Management LP: new SEC registration, $253M AUM, Boulder, CO](/report/newriapulse/unless-management-lp-boulder-co--ria-318549)
- [Wealth Engineers, LLC: new SEC registration, $118M AUM, Denver, CO](/report/newriapulse/wealth-engineers-llc-denver-co--ria-168578)
- [White Hawk Wealth Management: new SEC registration, $131M AUM, Broomfield, CO](/report/newriapulse/white-hawk-wealth-management-broomfield-co--ria-341034)

## Connecticut

- [37spruce Investment Partners, LLC: new SEC registration, $150M AUM, Greenwich, CT](/report/newriapulse/37spruce-investment-partners-llc-greenwich-ct--ria-340176)
- [August Wealth Advisors LLC: new SEC registration, $437M AUM, Westport, CT](/report/newriapulse/august-wealth-advisors-llc-westport-ct--ria-339322)
- [Catum Advisory Group, LLC.: new SEC registration, $129M AUM, Wilton, CT](/report/newriapulse/catum-advisory-group-llc-wilton-ct--ria-277148)
- [Cove View Investment Partners, LLC: new SEC registration, $128M AUM, Old Greenwich, CT](/report/newriapulse/cove-view-investment-partners-llc-old-greenwich-ct--ria-339631)
- [Dayah Capital LLC: new SEC registration, $265M AUM, Stamford, CT](/report/newriapulse/dayah-capital-llc-stamford-ct--ria-327487)
- [Dellora Investments LP: new SEC registration, $148M AUM, Greenwich, CT](/report/newriapulse/dellora-investments-lp-greenwich-ct--ria-310885)
- [Eagle Capital Advisors, LLC: new SEC registration, $116M AUM, Middlebury, CT](/report/newriapulse/eagle-capital-advisors-llc-middlebury-ct--ria-173730)
- [Fundsmith Partners Us LLC: applying for SEC registration, $435M AUM, Stamford, CT](/report/newriapulse/fundsmith-partners-us-llc-stamford-ct--ria-343726)
- [Gradient Ridge Capital, L.P.: new SEC registration, $232M AUM, Norwalk, CT](/report/newriapulse/gradient-ridge-capital-l-p-norwalk-ct--ria-340497)
- [Guggenheim Investments Loan Advisors, LLC: new SEC registration, $155M AUM, Stamford, CT](/report/newriapulse/guggenheim-investments-loan-advisors-llc-stamford-ct--ria-339528)
- [Jc Capital Advisors Group LLC: applying for SEC registration, $263M AUM, Stamford, CT](/report/newriapulse/jc-capital-advisors-group-llc-stamford-ct--ria-339298)
- [Light Arc Capital Management LLC: new SEC registration, $324M AUM, Greenwich, CT](/report/newriapulse/light-arc-capital-management-llc-greenwich-ct--ria-339985)
- [N10° Assets: new SEC registration, $307M AUM, Greenwich, CT](/report/newriapulse/n10-assets-greenwich-ct--ria-342185)
- [N10° Wealth: new SEC registration, $553M AUM, Greenwich, CT](/report/newriapulse/n10-wealth-greenwich-ct--ria-342013)
- [Point 41 Capital Partners, L.P.: new SEC registration, $563M AUM, Cos Cob, CT](/report/newriapulse/point-41-capital-partners-l-p-cos-cob-ct--ria-334365)
- [Quorus INC.: new SEC registration, $148M AUM, Westport, CT](/report/newriapulse/quorus-inc-westport-ct--ria-323161)
- [Reinova Capital Advisors LLC: new SEC registration, $175M AUM, Greenwich, CT](/report/newriapulse/reinova-capital-advisors-llc-greenwich-ct--ria-340095)
- [Silver Point Private Credit Fund Management, LLC: new SEC registration, $359M AUM, Greenwich, CT](/report/newriapulse/silver-point-private-credit-fund-management-llc-greenwich-ct--ria-332374)
- [Spice Expeditions, LP: new SEC registration, $196M AUM, Westport, CT](/report/newriapulse/spice-expeditions-lp-westport-ct--ria-333626)
- [Swan Investment Partners: new SEC registration, $334M AUM, Old Greenwich, CT](/report/newriapulse/swan-investment-partners-old-greenwich-ct--ria-331679)
- [Telos Partners LLC: new SEC registration, $139M AUM, Avon, CT](/report/newriapulse/telos-partners-llc-avon-ct--ria-340922)
- [Tourmalet Advisors, LP: new SEC registration, $441M AUM, Fairfield, CT](/report/newriapulse/tourmalet-advisors-lp-fairfield-ct--ria-336207)
- [Tumolo Wealth Management LLC: new SEC registration, $134M AUM, East Lyme, CT](/report/newriapulse/tumolo-wealth-management-llc-east-lyme-ct--ria-330567)
- [Twin Lions Management: new SEC registration, $216M AUM, Stamford, CT](/report/newriapulse/twin-lions-management-stamford-ct--ria-325314)
- [Wealthshape LLC: new SEC registration, $109M AUM, Windsor, CT](/report/newriapulse/wealthshape-llc-windsor-ct--ria-226733)
- [Wingman Growth Partners: new SEC registration, $167M AUM, Greenwich, CT](/report/newriapulse/wingman-growth-partners-greenwich-ct--ria-337355)

## Delaware

- [Back Bay Financial Planning & Investments: new SEC registration, $120M AUM, Bethany Beach, DE](/report/newriapulse/back-bay-financial-planning-and-investments-bethany-beach-de--ria-335236)
- [Morningside Asset Management: new SEC registration, $136M AUM, Wilmington, DE](/report/newriapulse/morningside-asset-management-wilmington-de--ria-268789)

## District of Columbia

- [Emerging Capital Partners: new SEC registration, $837M AUM, Washington, DC](/report/newriapulse/emerging-capital-partners-washington-dc--ria-337282)
- [Multiplier Capital, LLC: new SEC registration, $503M AUM, Washington, DC](/report/newriapulse/multiplier-capital-llc-washington-dc--ria-281209)
- [Prp Real Assets Advisors, LLC: new SEC registration, $3,044M AUM, Washington, DC](/report/newriapulse/prp-real-assets-advisors-llc-washington-dc--ria-338178)

## Florida

- [1 Main Capital Management, LLC: new SEC registration, $119M AUM, Aventura, FL](/report/newriapulse/1-main-capital-management-llc-aventura-fl--ria-328626)
- [Accumulator Operations LLC: new SEC registration, $148M AUM, Coral Gables, FL](/report/newriapulse/accumulator-operations-llc-coral-gables-fl--ria-341270)
- [Advanced Wealth Management: new SEC registration, $111M AUM, Sarasota, FL](/report/newriapulse/advanced-wealth-management-sarasota-fl--ria-284438)
- [Altura Capital: new SEC registration, $160M AUM, Coral Gables, FL](/report/newriapulse/altura-capital-coral-gables-fl--ria-312348)
- [American Ventures Im LLC: new SEC registration, $839M AUM, Palm Beach Gardens, FL](/report/newriapulse/american-ventures-im-llc-palm-beach-gardens-fl--ria-337677)
- [Balance Capital Partners L.P.: new SEC registration, $196M AUM, Miami, FL](/report/newriapulse/balance-capital-partners-l-p-miami-fl--ria-325617)
- [Barramundi Advisors LLC: new SEC registration, $390M AUM, Boca Raton, FL](/report/newriapulse/barramundi-advisors-llc-boca-raton-fl--ria-334454)
- [Belleair Wealth Management, LLC: new SEC registration, $111M AUM, Belleair Bluffs, FL](/report/newriapulse/belleair-wealth-management-llc-belleair-bluffs-fl--ria-131666)
- [Bice Wealth Management LLC: new SEC registration, $164M AUM, Miami, FL](/report/newriapulse/bice-wealth-management-llc-miami-fl--ria-323979)
- [Bicycle Capital: new SEC registration, $518M AUM, Coconut Grove, FL](/report/newriapulse/bicycle-capital-coconut-grove-fl--ria-328090)
- [Blanche Park Capital: new SEC registration, $167M AUM, Miami, FL](/report/newriapulse/blanche-park-capital-miami-fl--ria-338172)
- [Bria Capital Group, LLC: new SEC registration, $155M AUM, Wesley Chapel, FL](/report/newriapulse/bria-capital-group-llc-wesley-chapel-fl--ria-175258)
- [Brightside Capital Partners LLC: new SEC registration, $473M AUM, Lantana, FL](/report/newriapulse/brightside-capital-partners-llc-lantana-fl--ria-338288)
- [Caleo Capital N.A. LLC: new SEC registration, $112M AUM, Ponte Vedra, FL](/report/newriapulse/caleo-capital-n-a-llc-ponte-vedra-fl--ria-308542)
- [Cambier Capital, LLC: new SEC registration, $165M AUM, Naples, FL](/report/newriapulse/cambier-capital-llc-naples-fl--ria-341216)
- [Cip Pe Advisors, LLC: new SEC registration, $1,920M AUM, West Palm Beach, FL](/report/newriapulse/cip-pe-advisors-llc-west-palm-beach-fl--ria-338119)
- [Common Cents Wealth Management, LLC: new SEC registration, $114M AUM, Pembroke Pines, FL](/report/newriapulse/common-cents-wealth-management-llc-pembroke-pines-fl--ria-153074)
- [Cs Advisors INC.: new SEC registration, $118M AUM, Boca Raton, FL](/report/newriapulse/cs-advisors-inc-boca-raton-fl--ria-130729)
- [Daher Capital Group, LLC: new SEC registration, $490M AUM, Jupiter, FL](/report/newriapulse/daher-capital-group-llc-jupiter-fl--ria-341516)
- [Doxara Capital LP: new SEC registration, $125M AUM, Jacksonville, FL](/report/newriapulse/doxara-capital-lp-jacksonville-fl--ria-339621)
- [Elevate Financial Planning And Wealth Management: new SEC registration, $107M AUM, St. Petersburg, FL](/report/newriapulse/elevate-financial-planning-and-wealth-management-st-petersburg-fl--ria-329079)
- [Eve Partners: new SEC registration, $641M AUM, Ponte Vedra Beach, FL](/report/newriapulse/eve-partners-ponte-vedra-beach-fl--ria-307661)
- [Evertern Wealth, LLC: new SEC registration, $1,564M AUM, Naples, FL](/report/newriapulse/evertern-wealth-llc-naples-fl--ria-340830)
- [Ffo Investments LLC: new SEC registration, $207M AUM, Tampa, FL](/report/newriapulse/ffo-investments-llc-tampa-fl--ria-338887)
- [Florida Atlantic Securities Corp.: new SEC registration, $590M AUM, Miami, FL](/report/newriapulse/florida-atlantic-securities-corp-miami-fl--ria-43272)
- [Glassbead Capital Management LLC: new SEC registration, $138M AUM, Miami Beach, FL](/report/newriapulse/glassbead-capital-management-llc-miami-beach-fl--ria-298816)
- [Gld Advisors, LLC: new SEC registration, $257M AUM, Miami Beach, FL](/report/newriapulse/gld-advisors-llc-miami-beach-fl--ria-341098)
- [Goi: new SEC registration, $111M AUM, Miami, FL](/report/newriapulse/goi-miami-fl--ria-319494)
- [Green Capital Private Wealth: new SEC registration, $150M AUM, Miami, FL](/report/newriapulse/green-capital-private-wealth-miami-fl--ria-323357)
- [Greenline Wealth Management: new SEC registration, $117M AUM, Boca Raton, FL](/report/newriapulse/greenline-wealth-management-boca-raton-fl--ria-298397)

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