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··1 min read

Reported regulatory AUM: before and after

24firms with verified reported regulatory AUM changes

Previous reportLatest report

SKYLAR WEALTH MANAGEMENT, LLC
$0$975.46M
MIDFIELD PRIVATE WEALTH, LLC
$0$528.48M
BRAEMONT CAPITAL
$913.04M$1.41B
MILLBANK DARTMOOR PORTSMOUTH LLC
$263.17M$633.79M

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.

FirmCRDPrevious reported regulatory AUM (USD)Latest reported regulatory AUM (USD)Change in reported regulatory AUM (USD)Change (%)Previous filingLatest filingObserved
Altera Private Wealth LLC3367440 USD235,234 USD235,234 USDNot applicable (previous AUM zero)10/21/202611/05/202611/06/2026
Blue Mountain Wealth Management333256847,376 USD1,293,731 USD446,355 USD+52.67%05/12/202611/06/202611/07/2026
Braemont Capital314704913,043,888 USD1,410,702,304 USD497,658,416 USD+54.51%03/27/202611/05/202611/06/2026
BRG Financial, LLC3278135,955,016 USD6,946,374 USD991,358 USD+16.65%02/04/202611/05/202611/06/2026
Crecer3359083,517 USD48,604 USD45,087 USD+1281.97%03/25/202611/05/202611/06/2026
Eagle Wealth Management Group Inc.327052417,512,088 USD471,422,733 USD53,910,645 USD+12.91%04/22/202611/05/202611/06/2026
Edgewood Wealth Management3411160 USD2,148,932 USD2,148,932 USDNot applicable (previous AUM zero)05/20/202611/06/202611/07/2026
Ehg Wealth Management3428190 USD20,000,000 USD20,000,000 USDNot applicable (previous AUM zero)10/01/202611/06/202611/07/2026
Excel Financial, LLC145301404,464,714 USD421,423,904 USD16,959,190 USD+4.19%10/01/202611/05/202611/06/2026
First Down Financial31313357,000,000 USD53,600,000 USD-3,400,000 USD-5.96%10/09/202611/06/202611/07/2026
Houseman Financial LLC3376240 USD2,473,590 USD2,473,590 USDNot applicable (previous AUM zero)03/23/202611/05/202611/06/2026
JPN Advisors LLC3060320 USD10,710,263 USD10,710,263 USDNot applicable (previous AUM zero)01/12/202611/06/202611/07/2026
Miai, Inc.111695213,321,166 USD235,079,545 USD21,758,379 USD+10.20%10/20/202611/05/202611/06/2026
Midfield Private Wealth, LLC3432560 USD528,484,000 USD528,484,000 USDNot applicable (previous AUM zero)07/24/202611/06/202611/07/2026
Millbank Dartmoor Portsmouth LLC311046263,173,121 USD633,793,093 USD370,619,972 USD+140.83%03/27/202611/05/202611/06/2026
Norwood Economics, Inc.28207996,625,223 USD107,066,522 USD10,441,299 USD+10.81%06/01/202611/05/202611/06/2026
Pivot Investment Planning, LLC32856845,664,896 USD31,000,000 USD-14,664,896 USD-32.11%03/28/202511/06/202611/07/2026
Retirement Planning Consultants Inc.31092526,892,142 USD29,590,702 USD2,698,560 USD+10.03%03/30/202611/06/202611/07/2026
Skylar Wealth Management, LLC3415910 USD975,460,255 USD975,460,255 USDNot applicable (previous AUM zero)08/25/202611/05/202611/06/2026
Stonex International Advisors Inc.153799106,652,630 USD106,235,242 USD-417,388 USD-0.39%07/08/202611/06/202611/07/2026
Strive Retirement Group3344436,084,555 USD26,688,829 USD20,604,274 USD+338.63%04/29/202611/06/202611/07/2026
Thomas Everett Investments, LLC3189504,269,621 USD4,440,457 USD170,836 USD+4.00%02/27/202611/05/202611/06/2026
VECTOR3 Wealth Management3430720 USD146,227,995 USD146,227,995 USDNot applicable (previous AUM zero)06/10/202611/06/202611/07/2026
Western Financial Corporation6118414,445,124 USD369,061,025 USD-45,384,099 USD-10.95%09/14/202611/05/202611/06/2026

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