Inscription Family Office, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $0 | — |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alvaro Trullenque | Managing Member & Chief Compliance Officer | Apr 2019 (7y) | 50% – 75% | |
| Brian James Bova | Owner | CFP CFA | Jun 2019 (7y) | ≈ 7.5% – 25% via Oeb Wealth Holdings, Inc. |
| David L Eustis Jr. | Owner | Aug 2019 (7y) | ≈ 7.5% – 25% via Moe, Inc. | |
| Marc Paul Oster | Owner | Aug 2019 (7y) | ≈ 7.5% – 25% via Psmc Interests, Inc. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oeb Wealth Holdings, Inc. | Member | Aug 2019 | A | 10% – 25% |
| Psmc Interests, Inc. | Member | Aug 2019 | A | 10% – 25% |
| Moe, Inc. | Member | Aug 2019 | A | 10% – 25% |
| Merchant Wealth Management Holdings, Llc | Owner | Apr 2019 | A | 5% – 10% |
| Merchant Investment Management, Llc | Member | Jun 2017 | B | ≈ 3.75% – 10% via Merchant Wealth Management Holdings, Llc |
| Merchant Investment Management Holdings Llc | Member | Jun 2017 | B | ≈ 2.81% – 10% via Merchant Investment Management, Llc |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brian James Bova: 75% – 100% of Oeb Wealth Holdings, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- David L Eustis Jr.: 75% – 100% of Moe, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Marc Paul Oster: 75% – 100% of Psmc Interests, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Merchant Investment Management, Llc: 75% – 100% of Merchant Wealth Management Holdings, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Merchant Investment Management Holdings Llc: 75% – 100% of Merchant Investment Management, Llc × 75% – 100% of Merchant Wealth Management Holdings, Llc × 5% – 10% direct ≈ 2.81% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗