CX INSTITUTIONAL, LLC

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UUID8d236646-750e-57fe-bc95-2fb9a3bcea97

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:54

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	292627	292627	—	1.0
cik	0001737089	1737089	—	—
sec_file_number	801-112742	801-112742	—	—

Profile

Websitehttps://www.personalwealthpartners.com/

HQ CityAUBURN

HQ StateIN

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)3,337,998,958.0
RAUM (discretionary)3,337,998,958.0
Actionable assets2,469,639,351.0
Accounts10,518.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM31,276,176.0
HNW AUM2,236,754,117.0

As of 2025-06-05 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BYZYKA, EDISON	CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2016552", "owner_id": "6150572", "source": "adv_part1", "table": "Schedule_A_B"}
CREDENT HOLDINGS, LLC	MANAGING MEMBER	OFFICER	—	{"filing_id": "2016552", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
DAVID W. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011	MEMBER	OFFICER	—	{"filing_id": "2016552", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HEFTY WEALTH PARTNERS	MANAGING MEMBER	OFFICER	—	{"filing_id": "2016552", "owner_id": "153880", "source": "adv_part1", "table": "Schedule_A_B"}
HEFTY, DAVID, WAYNE	TRUSTEE	OFFICER	—	{"filing_id": "2016552", "owner_id": "3251339", "source": "adv_part1", "table": "Schedule_A_B"}
HEFTY, STACY, ELAINE	TRUSTEE	OFFICER	—	{"filing_id": "2016552", "owner_id": "4037576", "source": "adv_part1", "table": "Schedule_A_B"}
North, Christina, Lynn	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2016552", "owner_id": "8046806", "source": "adv_part1", "table": "Schedule_A_B"}
Osting, Kyle, Brandon	CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL	OFFICER	—	{"filing_id": "2016552", "owner_id": "7590307", "source": "adv_part1", "table": "Schedule_A_B"}
STACY E. HEFTY LIVING TRUST UTA DATED DECEMBER 6, 2011	MEMBER	OFFICER	—	{"filing_id": "2016552", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KEHOE, THOMAS, DENNIS	MANAGING DIRECTOR, WEALTH MANAGER	EMPLOYEE	—	{"filing_id": "2016552", "owner_id": "4823868", "source": "adv_part1", "table": "Schedule_A_B"}
LIPPER, CHRISTOPHER, JOEL	MANAGING DIRECTOR/WEALTH MANAGER	EMPLOYEE	—	{"filing_id": "2016552", "owner_id": "4298665", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/17/2025 05:56:21 PM",
  "filing_id": "2016552",
  "reg_type": "IA"
}
```