AUM CHANGES
Skylar Wealth reports $975.5M in regulatory AUM; 24 firms show changes
Skylar Wealth Management’s latest Form ADV lists $975.5 million in regulatory AUM, compared with $0 in an earlier filing. The 24-firm comparison was observed Nov. 6–8, 2026.
By Claire Bennett·Edition ·1 min read
24firms with verified reported regulatory AUM changes
Previous reportLatest report
- SKYLAR WEALTH MANAGEMENT, LLC
- MIDFIELD PRIVATE WEALTH, LLC
- BRAEMONT CAPITAL
- MILLBANK DARTMOOR PORTSMOUTH LLC
Bars are scaled within each firm. Selected largest dollar changes · all qualifying firms in the article table. Reported differences do not measure asset flows.
Skylar Wealth Management, LLC reported $975.5 million in regulatory AUM in its latest Form ADV filing, dated Nov. 5, 2026. Its earlier filing, dated Aug. 25, 2026, reported $0. The filing comparison does not establish asset flows or explain what accounts for the difference.
The comparison for Skylar was among qualifying reported regulatory AUM differences for 24 firms observed from Nov. 6 through Nov. 8, 2026. Those are observation dates, not a claim that the firms filed during that window or that their assets changed on those dates.
Braemont Capital reported $1.4 billion in regulatory AUM in a Nov. 5, 2026, filing, compared with $913.0 million in a Mar. 27, 2026, filing. Millbank Dartmoor Portsmouth LLC reported $633.8 million in its Nov. 5, 2026, filing, versus $263.2 million in its Mar. 27, 2026, filing. These are differences between amounts in the respective filings, not measures of asset flows.
Midfield Private Wealth, LLC reported $528.5 million in regulatory AUM in a Nov. 6, 2026, filing; its earlier filing, dated Jul. 24, 2026, reported $0. A zero starting amount provides no meaningful base for a percentage comparison. These Form ADV figures describe regulatory AUM, which is not necessarily a firm’s total AUM.
All firms with verified reported regulatory AUM changes
Complete qualifying firm list for observations Nov 6 – 8, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 5 comparisons without two exact reported amounts are excluded.
| Firm | CRD | Previous reported regulatory AUM (USD) | Latest reported regulatory AUM (USD) | Change in reported regulatory AUM (USD) | Change (%) | Previous filing | Latest filing | Observed |
|---|---|---|---|---|---|---|---|---|
| Altera Private Wealth LLC | 336744 | 0 USD | 235,234 USD | 235,234 USD | Not applicable (previous AUM zero) | 10/21/2026 | 11/05/2026 | 11/06/2026 |
| Blue Mountain Wealth Management | 333256 | 847,376 USD | 1,293,731 USD | 446,355 USD | +52.67% | 05/12/2026 | 11/06/2026 | 11/07/2026 |
| Braemont Capital | 314704 | 913,043,888 USD | 1,410,702,304 USD | 497,658,416 USD | +54.51% | 03/27/2026 | 11/05/2026 | 11/06/2026 |
| BRG Financial, LLC | 327813 | 5,955,016 USD | 6,946,374 USD | 991,358 USD | +16.65% | 02/04/2026 | 11/05/2026 | 11/06/2026 |
| Crecer | 335908 | 3,517 USD | 48,604 USD | 45,087 USD | +1281.97% | 03/25/2026 | 11/05/2026 | 11/06/2026 |
| Eagle Wealth Management Group Inc. | 327052 | 417,512,088 USD | 471,422,733 USD | 53,910,645 USD | +12.91% | 04/22/2026 | 11/05/2026 | 11/06/2026 |
| Edgewood Wealth Management | 341116 | 0 USD | 2,148,932 USD | 2,148,932 USD | Not applicable (previous AUM zero) | 05/20/2026 | 11/06/2026 | 11/07/2026 |
| Ehg Wealth Management | 342819 | 0 USD | 20,000,000 USD | 20,000,000 USD | Not applicable (previous AUM zero) | 10/01/2026 | 11/06/2026 | 11/07/2026 |
| Excel Financial, LLC | 145301 | 404,464,714 USD | 421,423,904 USD | 16,959,190 USD | +4.19% | 10/01/2026 | 11/05/2026 | 11/06/2026 |
| First Down Financial | 313133 | 57,000,000 USD | 53,600,000 USD | -3,400,000 USD | -5.96% | 10/09/2026 | 11/06/2026 | 11/07/2026 |
| Houseman Financial LLC | 337624 | 0 USD | 2,473,590 USD | 2,473,590 USD | Not applicable (previous AUM zero) | 03/23/2026 | 11/05/2026 | 11/06/2026 |
| JPN Advisors LLC | 306032 | 0 USD | 10,710,263 USD | 10,710,263 USD | Not applicable (previous AUM zero) | 01/12/2026 | 11/06/2026 | 11/07/2026 |
| Miai, Inc. | 111695 | 213,321,166 USD | 235,079,545 USD | 21,758,379 USD | +10.20% | 10/20/2026 | 11/05/2026 | 11/06/2026 |
| Midfield Private Wealth, LLC | 343256 | 0 USD | 528,484,000 USD | 528,484,000 USD | Not applicable (previous AUM zero) | 07/24/2026 | 11/06/2026 | 11/07/2026 |
| Millbank Dartmoor Portsmouth LLC | 311046 | 263,173,121 USD | 633,793,093 USD | 370,619,972 USD | +140.83% | 03/27/2026 | 11/05/2026 | 11/06/2026 |
| Norwood Economics, Inc. | 282079 | 96,625,223 USD | 107,066,522 USD | 10,441,299 USD | +10.81% | 06/01/2026 | 11/05/2026 | 11/06/2026 |
| Pivot Investment Planning, LLC | 328568 | 45,664,896 USD | 31,000,000 USD | -14,664,896 USD | -32.11% | 03/28/2025 | 11/06/2026 | 11/07/2026 |
| Retirement Planning Consultants Inc. | 310925 | 26,892,142 USD | 29,590,702 USD | 2,698,560 USD | +10.03% | 03/30/2026 | 11/06/2026 | 11/07/2026 |
| Skylar Wealth Management, LLC | 341591 | 0 USD | 975,460,255 USD | 975,460,255 USD | Not applicable (previous AUM zero) | 08/25/2026 | 11/05/2026 | 11/06/2026 |
| Stonex International Advisors Inc. | 153799 | 106,652,630 USD | 106,235,242 USD | -417,388 USD | -0.39% | 07/08/2026 | 11/06/2026 | 11/07/2026 |
| Strive Retirement Group | 334443 | 6,084,555 USD | 26,688,829 USD | 20,604,274 USD | +338.63% | 04/29/2026 | 11/06/2026 | 11/07/2026 |
| Thomas Everett Investments, LLC | 318950 | 4,269,621 USD | 4,440,457 USD | 170,836 USD | +4.00% | 02/27/2026 | 11/05/2026 | 11/06/2026 |
| VECTOR3 Wealth Management | 343072 | 0 USD | 146,227,995 USD | 146,227,995 USD | Not applicable (previous AUM zero) | 06/10/2026 | 11/06/2026 | 11/07/2026 |
| Western Financial Corporation | 6118 | 414,445,124 USD | 369,061,025 USD | -45,384,099 USD | -10.95% | 09/14/2026 | 11/05/2026 | 11/06/2026 |