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- Page 5

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

Every NewRiaPulse record report, 200 per page, grouped by state. Records 801 to 1,000: Van Winkle Wealth Management Group LLC: new SEC registration, $121M AUM, Newark, OH to O'Donnell Wealth Management: new SEC registration, $123M AUM, Cody, WY. Source: SEC monthly roster of registered investment advisers (Form ADV data).

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

## Ohio

- [Van Winkle Wealth Management Group LLC: new SEC registration, $121M AUM, Newark, OH](/report/newriapulse/van-winkle-wealth-management-group-llc-newark-oh--ria-134813)
- [Western Reserve Capital Management, LLC: new SEC registration, $120M AUM, Hudson, OH](/report/newriapulse/western-reserve-capital-management-llc-hudson-oh--ria-329811)
- [Westpoint Wealth Management, LLC: new SEC registration, $106M AUM, Berea, OH](/report/newriapulse/westpoint-wealth-management-llc-berea-oh--ria-310883)
- [Woodland Wealth Partners: new SEC registration, $712M AUM, Pepper Pike, OH](/report/newriapulse/woodland-wealth-partners-pepper-pike-oh--ria-340877)
- [Wurz Financial Services, LLC: new SEC registration, $117M AUM, Holland, OH](/report/newriapulse/wurz-financial-services-llc-holland-oh--ria-331608)

## Oklahoma

- [Bridgecreek Financial Group: new SEC registration, $650M AUM, Tulsa, OK](/report/newriapulse/bridgecreek-financial-group-tulsa-ok--ria-340683)
- [Chappelwood Financial Services: new SEC registration, $113M AUM, Edmond, OK](/report/newriapulse/chappelwood-financial-services-edmond-ok--ria-134318)
- [L&S Private Wealth, LLC: new SEC registration, $109M AUM, Oklahoma City, OK](/report/newriapulse/l-and-s-private-wealth-llc-oklahoma-city-ok--ria-339946)
- [Tao Private Wealth, LLC: new SEC registration, $104M AUM, Tulsa, OK](/report/newriapulse/tao-private-wealth-llc-tulsa-ok--ria-340979)

## Oregon

- [Axia Wealth Management INC: new SEC registration, $148M AUM, Bend, OR](/report/newriapulse/axia-wealth-management-inc-bend-or--ria-155890)
- [Capstone Wealth Management Group, INC.: new SEC registration, $243M AUM, Bend, OR](/report/newriapulse/capstone-wealth-management-group-inc-bend-or--ria-340135)
- [Efm Investments & Advisory LLC: new SEC registration, $680M AUM, Portland, OR](/report/newriapulse/efm-investments-and-advisory-llc-portland-or--ria-339744)
- [Fairchild Capital LLC: new SEC registration, $103M AUM, Portland, OR](/report/newriapulse/fairchild-capital-llc-portland-or--ria-298428)
- [J.P. Capital Management, INC.: new SEC registration, $167M AUM, Eugene, OR](/report/newriapulse/j-p-capital-management-inc-eugene-or--ria-142109)
- [Lifelong Wealth Management Group, LLC: new SEC registration, $122M AUM, Lake Oswego, OR](/report/newriapulse/lifelong-wealth-management-group-llc-lake-oswego-or--ria-291661)
- [Modernist Financial, LLC: new SEC registration, $113M AUM, Portland, OR](/report/newriapulse/modernist-financial-llc-portland-or--ria-217511)
- [Northwind Financial LLC: new SEC registration, $142M AUM, Bend, OR](/report/newriapulse/northwind-financial-llc-bend-or--ria-342069)
- [Soaring Investment Management, LLC: new SEC registration, $113M AUM, Portland, OR](/report/newriapulse/soaring-investment-management-llc-portland-or--ria-305273)
- [Stonepine Capital Management, LLC: new SEC registration, $181M AUM, Bend, OR](/report/newriapulse/stonepine-capital-management-llc-bend-or--ria-139891)
- [Washington Park Capital Management, LLC: new SEC registration, $359M AUM, Portland, OR](/report/newriapulse/washington-park-capital-management-llc-portland-or--ria-338939)
- [Xena Financial Planning, LLC: new SEC registration, $104M AUM, Portland, OR](/report/newriapulse/xena-financial-planning-llc-portland-or--ria-333436)

## Pennsylvania

- [A Better Way Financial, LLC: new SEC registration, $109M AUM, Allentown, PA](/report/newriapulse/a-better-way-financial-llc-allentown-pa--ria-304914)
- [Aeternitas Investment Management, LLC: new SEC registration, $173M AUM, Yardley, PA](/report/newriapulse/aeternitas-investment-management-llc-yardley-pa--ria-338936)
- [Agility Equity Partners: new SEC registration, $173M AUM, Pittsburgh, PA](/report/newriapulse/agility-equity-partners-pittsburgh-pa--ria-338602)
- [Arsenal Capital Advisors LLC: new SEC registration, $267M AUM, Conshohocken, PA](/report/newriapulse/arsenal-capital-advisors-llc-conshohocken-pa--ria-325612)
- [Auerbach Investment Services, LLC: new SEC registration, $150M AUM, Narberth, PA](/report/newriapulse/auerbach-investment-services-llc-narberth-pa--ria-290041)
- [Chronometer Partners LP: new SEC registration, $308M AUM, Pittsburgh, PA](/report/newriapulse/chronometer-partners-lp-pittsburgh-pa--ria-339929)
- [Conifer Infrastructure Partners: new SEC registration, $165M AUM, Sewickley, PA](/report/newriapulse/conifer-infrastructure-partners-sewickley-pa--ria-334323)
- [Elm Capital Management LLC: new SEC registration, $133M AUM, Pittsburgh, PA](/report/newriapulse/elm-capital-management-llc-pittsburgh-pa--ria-294012)
- [Emerald Investment Advisers, LLC: new SEC registration, $2,263M AUM, Leola, PA](/report/newriapulse/emerald-investment-advisers-llc-leola-pa--ria-338769)
- [Fournorth Capital LLC: new SEC registration, $118M AUM, West Conshohocken, PA](/report/newriapulse/fournorth-capital-llc-west-conshohocken-pa--ria-340927)
- [Fs Digital Infrastructure Advisor, LLC: new SEC registration, $3,213M AUM, Philadelphia, PA](/report/newriapulse/fs-digital-infrastructure-advisor-llc-philadelphia-pa--ria-338274)
- [Im Wealth Partners: new SEC registration, $124M AUM, Blue Bell, PA](/report/newriapulse/im-wealth-partners-blue-bell-pa--ria-307379)
- [Integrated Wealth Solutions, LLC: new SEC registration, $114M AUM, York, PA](/report/newriapulse/integrated-wealth-solutions-llc-york-pa--ria-334422)
- [Lynch Investment Planning, LLC: new SEC registration, $143M AUM, Newtown Square, PA](/report/newriapulse/lynch-investment-planning-llc-newtown-square-pa--ria-115956)
- [Opulus: new SEC registration, $105M AUM, Doylestown, PA](/report/newriapulse/opulus-doylestown-pa--ria-304763)
- [Schuylkill Financial, LLC: new SEC registration, $124M AUM, Wyomissing, PA](/report/newriapulse/schuylkill-financial-llc-wyomissing-pa--ria-143052)
- [Setarcos Wealth Advisors LLC: new SEC registration, $112M AUM, Philadelphia, PA](/report/newriapulse/setarcos-wealth-advisors-llc-philadelphia-pa--ria-157930)
- [Valen Private Capital, LLC.: new SEC registration, $483M AUM, Paoli, PA](/report/newriapulse/valen-private-capital-llc-paoli-pa--ria-342364)
- [Vanguard Capital Management, LLC: new SEC registration, $8,436,182M AUM, Malvern, PA](/report/newriapulse/vanguard-capital-management-llc-malvern-pa--ria-338002)
- [Vanguard Portfolio Management, LLC: new SEC registration, $2,656,484M AUM, Malvern, PA](/report/newriapulse/vanguard-portfolio-management-llc-malvern-pa--ria-338003)

## Puerto Rico

- [Bluhaus Capital Management LLC: new SEC registration, $231M AUM, Guaynabo, PR](/report/newriapulse/bluhaus-capital-management-llc-guaynabo-pr--ria-323884)
- [Global Venture Management LLC: new SEC registration, $130M AUM, San Juan, PR](/report/newriapulse/global-venture-management-llc-san-juan-pr--ria-324517)
- [Vrm Penzini Capital L.L.C.: new SEC registration, $269M AUM, San Juan, PR](/report/newriapulse/vrm-penzini-capital-l-l-c-san-juan-pr--ria-336315)

## Rhode Island

- [Blue Chip Financial Advisors, LLC: new SEC registration, $104M AUM, East Providence, RI](/report/newriapulse/blue-chip-financial-advisors-llc-east-providence-ri--ria-119510)
- [Cb Capital LLC: new SEC registration, $124M AUM, North Smithfield, RI](/report/newriapulse/cb-capital-llc-north-smithfield-ri--ria-300200)
- [Ncu Investment Solutions: new SEC registration, $108M AUM, Smithfiled, RI](/report/newriapulse/ncu-investment-solutions-smithfiled-ri--ria-134804)
- [Veritas Wealth Management: new SEC registration, $220M AUM, North Kingstown, RI](/report/newriapulse/veritas-wealth-management-north-kingstown-ri--ria-341084)

## South Carolina

- [Blue Granite Capital, LLC: new SEC registration, $109M AUM, Charleston, SC](/report/newriapulse/blue-granite-capital-llc-charleston-sc--ria-125607)
- [Coastal Wealth Advisors, LLC: new SEC registration, $107M AUM, Johns Island, SC](/report/newriapulse/coastal-wealth-advisors-llc-johns-island-sc--ria-174574)
- [Coastline Complete Wealth LLC: new SEC registration, $214M AUM, Bluffton, SC](/report/newriapulse/coastline-complete-wealth-llc-bluffton-sc--ria-338227)
- [Dba Big Money Retirement And Big Retirement: new SEC registration, $147M AUM, Greenville, SC](/report/newriapulse/dba-big-money-retirement-and-big-retirement-greenville-sc--ria-318698)
- [Generouswealth, LLC: new SEC registration, $110M AUM, Summerville, SC](/report/newriapulse/generouswealth-llc-summerville-sc--ria-308263)
- [Idle Hill Advisors LLC: new SEC registration, $107M AUM, Greenville, SC](/report/newriapulse/idle-hill-advisors-llc-greenville-sc--ria-317040)
- [J. Freeman & Associates: new SEC registration, $175M AUM, Greenville, SC](/report/newriapulse/j-freeman-and-associates-greenville-sc--ria-144039)
- [Runey & Associates Wealth Management: new SEC registration, $105M AUM, Mount Pleasant, SC](/report/newriapulse/runey-and-associates-wealth-management-mount-pleasant-sc--ria-171271)
- [Tidal Creek Capital Advisors: new SEC registration, $126M AUM, Bluffton, SC](/report/newriapulse/tidal-creek-capital-advisors-bluffton-sc--ria-287840)
- [Tidehaven Wealth, LLC: new SEC registration, $125M AUM, Mount Pleasant, SC](/report/newriapulse/tidehaven-wealth-llc-mount-pleasant-sc--ria-281814)
- [Wealth Intelligently Navigated, LLC: applying for SEC registration, $533M AUM, Greer, SC](/report/newriapulse/wealth-intelligently-navigated-llc-greer-sc--ria-340998)

## South Dakota

- [Prairie View Wealth Partners LLC: new SEC registration, $171M AUM, Sioux Falls, SD](/report/newriapulse/prairie-view-wealth-partners-llc-sioux-falls-sd--ria-341361)

## Tennessee

- [Cw Securities, LLC: new SEC registration, $113M AUM, Knoxville, TN](/report/newriapulse/cw-securities-llc-knoxville-tn--ria-124496)
- [Dorian Investment Advisory LLC: new SEC registration, $103M AUM, Memphis, TN](/report/newriapulse/dorian-investment-advisory-llc-memphis-tn--ria-339280)
- [Empirical Capital Management, LLC: new SEC registration, $153M AUM, Hendersonville, TN](/report/newriapulse/empirical-capital-management-llc-hendersonville-tn--ria-160509)
- [Fortitude Wealth Management: new SEC registration, $113M AUM, Murfreesboro, TN](/report/newriapulse/fortitude-wealth-management-murfreesboro-tn--ria-159192)
- [Hcip Advisors, LLC: new SEC registration, $339M AUM, Nashville, TN](/report/newriapulse/hcip-advisors-llc-nashville-tn--ria-340455)
- [Highland Rim Capital, L.P.: new SEC registration, $210M AUM, Nashville, TN](/report/newriapulse/highland-rim-capital-l-p-nashville-tn--ria-331863)
- [Hogan Investment Counsel, LLC: new SEC registration, $107M AUM, Cordova, TN](/report/newriapulse/hogan-investment-counsel-llc-cordova-tn--ria-160186)
- [Keystone Financial Resources, LLC: new SEC registration, $179M AUM, Brentwood, TN](/report/newriapulse/keystone-financial-resources-llc-brentwood-tn--ria-341495)
- [Rare Capital Management, LLC: new SEC registration, $334M AUM, Nashville, TN](/report/newriapulse/rare-capital-management-llc-nashville-tn--ria-341500)
- [Retirement Solutions Group: new SEC registration, $160M AUM, Franklin, TN](/report/newriapulse/retirement-solutions-group-franklin-tn--ria-289069)
- [Ridgeline Capital Management, LLC: new SEC registration, $228M AUM, Memphis, TN](/report/newriapulse/ridgeline-capital-management-llc-memphis-tn--ria-330668)
- [Roan Capital Partners: new SEC registration, $152M AUM, Johnson City, TN](/report/newriapulse/roan-capital-partners-johnson-city-tn--ria-293119)
- [Sagepoint Capital Partners LLC: new SEC registration, $888M AUM, Franklin, TN](/report/newriapulse/sagepoint-capital-partners-llc-franklin-tn--ria-339742)
- [Solas Bioventures Management, LLC: new SEC registration, $165M AUM, Chattanooga, TN](/report/newriapulse/solas-bioventures-management-llc-chattanooga-tn--ria-322344)
- [Trusco Investment Management, LLC: new SEC registration, $107M AUM, Nashville, TN](/report/newriapulse/trusco-investment-management-llc-nashville-tn--ria-285736)
- [Witt Financial Group, LLC: new SEC registration, $160M AUM, Crossville, TN](/report/newriapulse/witt-financial-group-llc-crossville-tn--ria-156462)

## Texas

- [A3 Capital Advisors: new SEC registration, $237M AUM, Houston, TX](/report/newriapulse/a3-capital-advisors-houston-tx--ria-338956)
- [Allegro Mineral Partners LLC: new SEC registration, $135M AUM, Houston, TX](/report/newriapulse/allegro-mineral-partners-llc-houston-tx--ria-324740)
- [Applewhite & Buys Financial Advisors: new SEC registration, $153M AUM, Dallas, TX](/report/newriapulse/applewhite-and-buys-financial-advisors-dallas-tx--ria-169799)
- [Ask Capital Investment Managers: new SEC registration, $110M AUM, Amarillo, TX](/report/newriapulse/ask-capital-investment-managers-amarillo-tx--ria-287711)
- [Augment Advisors, LLC: new SEC registration, $343M AUM, Austin, TX](/report/newriapulse/augment-advisors-llc-austin-tx--ria-335130)
- [Awaken Wealth Partners LLC: new SEC registration, $237M AUM, Houston, TX](/report/newriapulse/awaken-wealth-partners-llc-houston-tx--ria-341005)
- [Blue Orca, LLC: new SEC registration, $232M AUM, Austin, TX](/report/newriapulse/blue-orca-llc-austin-tx--ria-311503)
- [Canyon Abf Manager LLC: new SEC registration, $300M AUM, Dallas, TX](/report/newriapulse/canyon-abf-manager-llc-dallas-tx--ria-342110)
- [Covalence Investment Partners, L.P.: new SEC registration, $238M AUM, Houston, TX](/report/newriapulse/covalence-investment-partners-l-p-houston-tx--ria-332274)
- [Cravens Brothers Private Wealth Management LLC: new SEC registration, $139M AUM, Dallas, TX](/report/newriapulse/cravens-brothers-private-wealth-management-llc-dallas-tx--ria-162673)
- [Crux Capital LTD: new SEC registration, $428M AUM, Dallas, TX](/report/newriapulse/crux-capital-ltd-dallas-tx--ria-149665)
- [Csr Capital: new SEC registration, $269M AUM, Dallas, TX](/report/newriapulse/csr-capital-dallas-tx--ria-335906)
- [Double Eagle Wealth Management LLC: new SEC registration, $109M AUM, Dallas, TX](/report/newriapulse/double-eagle-wealth-management-llc-dallas-tx--ria-330398)
- [Eagle Financial Advisors, LLC: new SEC registration, $113M AUM, Frisco, TX](/report/newriapulse/eagle-financial-advisors-llc-frisco-tx--ria-167696)
- [Eight Partners Vc, LLC: new SEC registration, $13,379M AUM, Austin, TX](/report/newriapulse/eight-partners-vc-llc-austin-tx--ria-283031)
- [Finamex Asset Management, LLC: new SEC registration, $114M AUM, Houston, TX](/report/newriapulse/finamex-asset-management-llc-houston-tx--ria-304260)
- [Gfn Capital Management: new SEC registration, $120M AUM, Richardson, TX](/report/newriapulse/gfn-capital-management-richardson-tx--ria-139403)
- [Guidestone Investment Services: new SEC registration, $3,907M AUM, Dallas, TX](/report/newriapulse/guidestone-investment-services-dallas-tx--ria-338335)
- [Heritage Haus Wealth Partners LLC: new SEC registration, $241M AUM, New Braunfels, TX](/report/newriapulse/heritage-haus-wealth-partners-llc-new-braunfels-tx--ria-342736)
- [Herndon Plant Oakley LTD: new SEC registration, $155M AUM, Corpus Christi, TX](/report/newriapulse/herndon-plant-oakley-ltd-corpus-christi-tx--ria-44971)
- [Homage Wealth Group LLC: new SEC registration, $366M AUM, Houston, TX](/report/newriapulse/homage-wealth-group-llc-houston-tx--ria-340589)
- [Integra Wealth Advisors, LLC: new SEC registration, $117M AUM, Houston, TX](/report/newriapulse/integra-wealth-advisors-llc-houston-tx--ria-156216)
- [Integrity Road Wealth Partners LLC: new SEC registration, $126M AUM, Houston, TX](/report/newriapulse/integrity-road-wealth-partners-llc-houston-tx--ria-333154)
- [Intercapital: new SEC registration, $199M AUM, Austin, TX](/report/newriapulse/intercapital-austin-tx--ria-324314)
- [Kanos Capital Management, LLC: new SEC registration, $133M AUM, Houston, TX](/report/newriapulse/kanos-capital-management-llc-houston-tx--ria-128395)
- [Kingwood Investment Group: new SEC registration, $127M AUM, Kingwood, TX](/report/newriapulse/kingwood-investment-group-kingwood-tx--ria-330330)
- [Leder Fiduciary Capital LLC: new SEC registration, $121M AUM, Bellaire, TX](/report/newriapulse/leder-fiduciary-capital-llc-bellaire-tx--ria-285490)
- [Legacy Chief Financial Office, LLC: new SEC registration, $105M AUM, Shenandoah, TX](/report/newriapulse/legacy-chief-financial-office-llc-shenandoah-tx--ria-300873)
- [Leo Wealth Americas, LLC: new SEC registration, $512M AUM, Hurst, TX](/report/newriapulse/leo-wealth-americas-llc-hurst-tx--ria-338799)
- [Lrh Capital Advising LLC: new SEC registration, $114M AUM, Dallas, TX](/report/newriapulse/lrh-capital-advising-llc-dallas-tx--ria-342994)
- [Magarian Capital Management, LLC: new SEC registration, $260M AUM, San Antonio, TX](/report/newriapulse/magarian-capital-management-llc-san-antonio-tx--ria-341292)
- [Maroon Pass Advisors LP: new SEC registration, $179M AUM, Austin, TX](/report/newriapulse/maroon-pass-advisors-lp-austin-tx--ria-323742)
- [Mckinney Capital Management: new SEC registration, $246M AUM, Houston, TX](/report/newriapulse/mckinney-capital-management-houston-tx--ria-338774)
- [Mdt Financial Advisors, LLC: new SEC registration, $294M AUM, Webster, TX](/report/newriapulse/mdt-financial-advisors-llc-webster-tx--ria-340925)
- [Mission Trail Capital Management, LLC: new SEC registration, $215M AUM, Austin, TX](/report/newriapulse/mission-trail-capital-management-llc-austin-tx--ria-318558)
- [Mozayyx Management LLC: new SEC registration, $193M AUM, Austin, TX](/report/newriapulse/mozayyx-management-llc-austin-tx--ria-334468)
- [Mtr Financial Services, LLC: new SEC registration, $120M AUM, Kingwood, TX](/report/newriapulse/mtr-financial-services-llc-kingwood-tx--ria-149078)
- [Murray Securities, INC.: new SEC registration, $117M AUM, Tyler, TX](/report/newriapulse/murray-securities-inc-tyler-tx--ria-142783)
- [Mytimeequity: new SEC registration, $184M AUM, Plano, TX](/report/newriapulse/mytimeequity-plano-tx--ria-316917)
- [Nextbio Capital Management LP: new SEC registration, $305M AUM, Austin, TX](/report/newriapulse/nextbio-capital-management-lp-austin-tx--ria-332920)
- [Northill Aims, LLC: new SEC registration, $249M AUM, Richardson, TX](/report/newriapulse/northill-aims-llc-richardson-tx--ria-339338)
- [Pan Capital Management LP: new SEC registration, $3,079M AUM, Houston, TX](/report/newriapulse/pan-capital-management-lp-houston-tx--ria-336371)
- [Paradigm Global Investors: new SEC registration, $3,031M AUM, Dallas, TX](/report/newriapulse/paradigm-global-investors-dallas-tx--ria-338287)
- [Pathway Wealth Management, LLC: new SEC registration, $116M AUM, Dallas, TX](/report/newriapulse/pathway-wealth-management-llc-dallas-tx--ria-283774)
- [Perea Capital: new SEC registration, $164M AUM, Houston, TX](/report/newriapulse/perea-capital-houston-tx--ria-171657)
- [Pontem Investment Management Company: new SEC registration, $279M AUM, Houston, TX](/report/newriapulse/pontem-investment-management-company-houston-tx--ria-330449)
- [Redfish Capital: new SEC registration, $119M AUM, Cypress, TX](/report/newriapulse/redfish-capital-cypress-tx--ria-323348)
- [Reliance Wealth Management: new SEC registration, $134M AUM, San Antonio, TX](/report/newriapulse/reliance-wealth-management-san-antonio-tx--ria-332415)
- [Rockwall Wealth Management: new SEC registration, $305M AUM, Rockwall, TX](/report/newriapulse/rockwall-wealth-management-rockwall-tx--ria-339856)
- [Rwr Investments LLC: new SEC registration, $171M AUM, Dallas, TX](/report/newriapulse/rwr-investments-llc-dallas-tx--ria-157966)
- [Schlegel Dunn LLC: new SEC registration, $279M AUM, Plano, TX](/report/newriapulse/schlegel-dunn-llc-plano-tx--ria-337990)
- [Shelter Wealth Strategies, LLC: new SEC registration, $144M AUM, Houston, TX](/report/newriapulse/shelter-wealth-strategies-llc-houston-tx--ria-170655)
- [Shoten Capital LP: new SEC registration, $622M AUM, Austin, TX](/report/newriapulse/shoten-capital-lp-austin-tx--ria-339620)
- [Skylar Capital Management LP: new SEC registration, $438M AUM, Houston, TX](/report/newriapulse/skylar-capital-management-lp-houston-tx--ria-341413)
- [South Texas Capital Advisors, LLC: new SEC registration, $167M AUM, New Braunfels, TX](/report/newriapulse/south-texas-capital-advisors-llc-new-braunfels-tx--ria-283773)
- [Southpaw Cp Manager LP: new SEC registration, $139M AUM, Dallas, TX](/report/newriapulse/southpaw-cp-manager-lp-dallas-tx--ria-339218)
- [Stability Partners Advisory Group, LLC: new SEC registration, $141M AUM, Spring, TX](/report/newriapulse/stability-partners-advisory-group-llc-spring-tx--ria-165880)
- [Tectonic Capital Advisors, LLC: new SEC registration, $154M AUM, Houston, TX](/report/newriapulse/tectonic-capital-advisors-llc-houston-tx--ria-339604)
- [The Energy & Minerals Group LP: new SEC registration, $12,021M AUM, Houston, TX](/report/newriapulse/the-energy-and-minerals-group-lp-houston-tx--ria-339275)
- [The Gardner Group: new SEC registration, $125M AUM, Dallas, TX](/report/newriapulse/the-gardner-group-dallas-tx--ria-114263)
- [Worth Financial Group INC.: new SEC registration, $138M AUM, Dallas, TX](/report/newriapulse/worth-financial-group-inc-dallas-tx--ria-13478)

## Utah

- [Altura Private Wealth LLC: new SEC registration, $129M AUM, Centerville, UT](/report/newriapulse/altura-private-wealth-llc-centerville-ut--ria-340533)
- [Brighton Wealth Management, INC.: new SEC registration, $132M AUM, Cottonwood Heights, UT](/report/newriapulse/brighton-wealth-management-inc-cottonwood-heights-ut--ria-148457)
- [Capital Wealth, LLC: new SEC registration, $116M AUM, Lehi, UT](/report/newriapulse/capital-wealth-llc-lehi-ut--ria-289574)
- [Exponent Wealth LLC: new SEC registration, $110M AUM, Orem, UT](/report/newriapulse/exponent-wealth-llc-orem-ut--ria-334968)
- [Haynie Wealth Management LLC: new SEC registration, $107M AUM, Salt Lake City, UT](/report/newriapulse/haynie-wealth-management-llc-salt-lake-city-ut--ria-305852)
- [Heaton Financial, Pc: new SEC registration, $140M AUM, Cedar City, UT](/report/newriapulse/heaton-financial-pc-cedar-city-ut--ria-134578)
- [Jrs Wealth Management LLC: new SEC registration, $135M AUM, South Jordan, UT](/report/newriapulse/jrs-wealth-management-llc-south-jordan-ut--ria-306294)
- [Larson Williams Wealth Advisors, LLC: new SEC registration, $140M AUM, Cedar City, UT](/report/newriapulse/larson-williams-wealth-advisors-llc-cedar-city-ut--ria-311414)
- [Olympus Peaks Financial, LLC: new SEC registration, $141M AUM, Sandy, UT](/report/newriapulse/olympus-peaks-financial-llc-sandy-ut--ria-283040)
- [Riley S. Crosbie Advisory, LLC: new SEC registration, $119M AUM, Logan, UT](/report/newriapulse/riley-s-crosbie-advisory-llc-logan-ut--ria-336507)
- [Soulence Wealth Management: new SEC registration, $108M AUM, Pleasant Grove, UT](/report/newriapulse/soulence-wealth-management-pleasant-grove-ut--ria-340580)
- [Tanara Wealth Management LLC: new SEC registration, $1,093M AUM, Lehi, UT](/report/newriapulse/tanara-wealth-management-llc-lehi-ut--ria-340174)
- [Veritas Wealth Management, LLC: new SEC registration, $136M AUM, Salt Lake City, UT](/report/newriapulse/veritas-wealth-management-llc-salt-lake-city-ut--ria-160600)
- [Wealth Foundations Partners, LLC: new SEC registration, $111M AUM, Salt Lake City, UT](/report/newriapulse/wealth-foundations-partners-llc-salt-lake-city-ut--ria-330999)
- [West Rim II Ugp, LLC: new SEC registration, $1,770M AUM, Lehi, UT](/report/newriapulse/west-rim-ii-ugp-llc-lehi-ut--ria-339904)
- [Your Ia, LLC: new SEC registration, $107M AUM, St. George, UT](/report/newriapulse/your-ia-llc-st-george-ut--ria-338535)

## Vermont

- [Equinox Financial Advisors, INC.: new SEC registration, $111M AUM, Manchester Center, VT](/report/newriapulse/equinox-financial-advisors-inc-manchester-center-vt--ria-312716)
- [Milne Financial Planning, INC.: new SEC registration, $111M AUM, Saint Johnsbury, VT](/report/newriapulse/milne-financial-planning-inc-saint-johnsbury-vt--ria-116346)
- [Stage 2 Planning Partners LLC: new SEC registration, $106M AUM, S Burlington, VT](/report/newriapulse/stage-2-planning-partners-llc-s-burlington-vt--ria-323281)

## Virginia

- [Activ8 Family Office LLC: new SEC registration, $1,542M AUM, Mclean, VA](/report/newriapulse/activ8-family-office-llc-mclean-va--ria-337753)
- [Allridge Wealth Management, INC: new SEC registration, $103M AUM, Ashburn, VA](/report/newriapulse/allridge-wealth-management-inc-ashburn-va--ria-117249)
- [Bellars Harris Wealth Management: new SEC registration, $505M AUM, Virginia Beach, VA](/report/newriapulse/bellars-harris-wealth-management-virginia-beach-va--ria-338986)
- [Capitol Wealth Management, INC.: new SEC registration, $112M AUM, Mclean, VA](/report/newriapulse/capitol-wealth-management-inc-mclean-va--ria-114994)
- [First Georgetown Securities, INC: new SEC registration, $116M AUM, Alexandria, VA](/report/newriapulse/first-georgetown-securities-inc-alexandria-va--ria-5871)
- [Fitzwilliams Wealth Management INC.: new SEC registration, $124M AUM, Chesapeake, VA](/report/newriapulse/fitzwilliams-wealth-management-inc-chesapeake-va--ria-312192)
- [Gira & Gira Investment Advisors LLC: new SEC registration, $121M AUM, Harrisonburg, VA](/report/newriapulse/gira-and-gira-investment-advisors-llc-harrisonburg-va--ria-167813)
- [Mwa Investments, LLC: new SEC registration, $250M AUM, White Stone, VA](/report/newriapulse/mwa-investments-llc-white-stone-va--ria-156685)
- [Pegasus Financial Group LLC: new SEC registration, $122M AUM, Chantilly, VA](/report/newriapulse/pegasus-financial-group-llc-chantilly-va--ria-145127)
- [Piedmont Wealth Management: new SEC registration, $156M AUM, Alexandria, VA](/report/newriapulse/piedmont-wealth-management-alexandria-va--ria-340285)
- [Portfolio Advisory Group, INC.: new SEC registration, $116M AUM, Alexandria, VA](/report/newriapulse/portfolio-advisory-group-inc-alexandria-va--ria-116011)
- [Steelhead Wealth Management: new SEC registration, $342M AUM, Glen Allen, VA](/report/newriapulse/steelhead-wealth-management-glen-allen-va--ria-338410)
- [Templer Wealth Management, LLC: new SEC registration, $103M AUM, Vienna, VA](/report/newriapulse/templer-wealth-management-llc-vienna-va--ria-305972)
- [Trio Wealth Management, LLC: new SEC registration, $134M AUM, Great Falls, VA](/report/newriapulse/trio-wealth-management-llc-great-falls-va--ria-328042)
- [Wacona Capital, LLC: new SEC registration, $194M AUM, Charlottesville, VA](/report/newriapulse/wacona-capital-llc-charlottesville-va--ria-331836)

## Washington

- [Armour Wealth Advisors, LLC: new SEC registration, $110M AUM, Tumwater, WA](/report/newriapulse/armour-wealth-advisors-llc-tumwater-wa--ria-306171)
- [Better Financial Services, LLC: new SEC registration, $111M AUM, Federal Way, WA](/report/newriapulse/better-financial-services-llc-federal-way-wa--ria-329520)
- [Brackenwood Capital Management, LLC: new SEC registration, $127M AUM, Bainbridge Island, WA](/report/newriapulse/brackenwood-capital-management-llc-bainbridge-island-wa--ria-135478)
- [Gevers Wealth Management: new SEC registration, $224M AUM, Issaquah, WA](/report/newriapulse/gevers-wealth-management-issaquah-wa--ria-340092)
- [Integrated Wealth Advisors, LLC: new SEC registration, $122M AUM, Bellevue, WA](/report/newriapulse/integrated-wealth-advisors-llc-bellevue-wa--ria-314575)
- [Kairos Capital Management, LLC: new SEC registration, $106M AUM, Bellevue, WA](/report/newriapulse/kairos-capital-management-llc-bellevue-wa--ria-150342)
- [Lifefocus Financial Advisors, LLC: new SEC registration, $104M AUM, Walla Walla, WA](/report/newriapulse/lifefocus-financial-advisors-llc-walla-walla-wa--ria-136020)
- [Signia Capital Management: new SEC registration, $109M AUM, Spokane, WA](/report/newriapulse/signia-capital-management-spokane-wa--ria-121505)
- [Sloy Dahl & Holst Holdings, INC: new SEC registration, $187M AUM, Vancouver, WA](/report/newriapulse/sloy-dahl-and-holst-holdings-inc-vancouver-wa--ria-310107)
- [Soundpath Retirement Strategies, LLC: new SEC registration, $159M AUM, Bellevue, WA](/report/newriapulse/soundpath-retirement-strategies-llc-bellevue-wa--ria-315590)
- [Trail Financial Planning LLC: new SEC registration, $117M AUM, Bellingham, WA](/report/newriapulse/trail-financial-planning-llc-bellingham-wa--ria-165063)

## Wisconsin

- [Central Wealth Management LLC: new SEC registration, $137M AUM, Madison, WI](/report/newriapulse/central-wealth-management-llc-madison-wi--ria-293172)
- [Cmg Wealth Advisors LLC: new SEC registration, $138M AUM, Madison, WI](/report/newriapulse/cmg-wealth-advisors-llc-madison-wi--ria-340600)
- [Coast Advisory LLC: new SEC registration, $122M AUM, East Troy, WI](/report/newriapulse/coast-advisory-llc-east-troy-wi--ria-340229)
- [Fiduciary Financial Planning Network: new SEC registration, $176M AUM, Onalaska, WI](/report/newriapulse/fiduciary-financial-planning-network-onalaska-wi--ria-313361)
- [Lasalle Investment Advisors, INC.: new SEC registration, $134M AUM, Pewaukee, WI](/report/newriapulse/lasalle-investment-advisors-inc-pewaukee-wi--ria-109303)
- [Leach, Bickmore & Weiss Wealth Management, LLC: new SEC registration, $115M AUM, Madison, WI](/report/newriapulse/leach-bickmore-and-weiss-wealth-management-llc-madison-wi--ria-281302)
- [Milborn Advisors, LTD: new SEC registration, $108M AUM, Milwaukee, WI](/report/newriapulse/milborn-advisors-ltd-milwaukee-wi--ria-291305)
- [Morgan-Aly Wealth Management, LLC: new SEC registration, $105M AUM, Waukesha, WI](/report/newriapulse/morgan-aly-wealth-management-llc-waukesha-wi--ria-328483)
- [Paladin Partners: new SEC registration, $199M AUM, Hartland, WI](/report/newriapulse/paladin-partners-hartland-wi--ria-132024)
- [Pavlic Investment Advisors, INC.: new SEC registration, $109M AUM, Delafield, WI](/report/newriapulse/pavlic-investment-advisors-inc-delafield-wi--ria-111246)
- [Professional Financial Management, INC.: new SEC registration, $116M AUM, Appleton, WI](/report/newriapulse/professional-financial-management-inc-appleton-wi--ria-154016)
- [Sentinel Advisory Group, LLC: new SEC registration, $321M AUM, Middleton, WI](/report/newriapulse/sentinel-advisory-group-llc-middleton-wi--ria-338121)
- [Sullivan Investment Management LLC: new SEC registration, $112M AUM, Wisconsin Rapids, WI](/report/newriapulse/sullivan-investment-management-llc-wisconsin-rapids-wi--ria-289217)
- [Sycamore Investment Consulting Services, LLC: new SEC registration, $160M AUM, Madison, WI](/report/newriapulse/sycamore-investment-consulting-services-llc-madison-wi--ria-125081)
- [Valley Wealth Management: new SEC registration, $112M AUM, Oshkosh, WI](/report/newriapulse/valley-wealth-management-oshkosh-wi--ria-327845)
- [Yahara Wealth Management LLC: new SEC registration, $112M AUM, Madison, WI](/report/newriapulse/yahara-wealth-management-llc-madison-wi--ria-168325)

## Wyoming

- [Fiduciary Capital Management LLC: new SEC registration, $150M AUM, Cheyenne, WY](/report/newriapulse/fiduciary-capital-management-llc-cheyenne-wy--ria-340618)
- [O'Donnell Wealth Management: new SEC registration, $123M AUM, Cody, WY](/report/newriapulse/o-donnell-wealth-management-cody-wy--ria-323384)

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