| As of Date | 08/13/2025 |
| Registration status | Terminated |
| ADV Location | WAYNE, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 396,878,784 11% |
| of that, discretionary | 384,125,625 11% |
| Number of Employees | 8 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 439,025 6% |
| % High Net Worth | 36.76% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser WEALTH ADVISORY SOLUTIONS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM599.1m | #Funds- | |
| Adviser ETESIAN WEALTH ADVISORS, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM503.3m | #Funds- | |
| Adviser THE MILLSTONE EVANS GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM893.3m | #Funds- | |
| Adviser THE INSTITUTE | Hedge Fund22.0m | Liquidity Fund- | Private Equity Fund5.9m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV27.9m | AUM1.4b | #Funds2 | |
| Adviser MARYLAND FINANCIAL GROUP, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM880.3m | #Funds- | |
| Adviser HELMSTAR WEALTH MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM785.6m | #Funds- | |
| Adviser BEACON HARBOR WEALTH ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM608.3m | #Funds- | |
| Adviser LIFETIME WEALTH MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM185.8m | #Funds- | |
| Adviser INDEPENDENCE SQUARE HOLDINGS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.8b | #Funds- | |
| Adviser CANDACE SHIRA ASSOCIATES, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM443.5m | #Funds- |