SEC IAPD Registered Investment Adviser & Wealth Enricher

Extract US SEC Form ADV Registered Investment Advisers (RIAs), wealth managers, and family offices with Regulatory AUM, CRD/SEC numbers, and DNS MX-verified corporate contacts.

Built for Clay.com, n8n, Make.com, and AI Agents (MCP) with guaranteed structured JSON output, live DNS-over-HTTPS MX email verification, and Pay-Per-Result ($0 on Empty) billing—you never pay for empty or unverified records.

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Why Choose coherent_edelweiss/sec-iapd-ria-wealth-enricher?

Feature	Legacy Scrapers ($30–$49/mo Rental)	coherent_edelweiss/sec-iapd-ria-wealth-enricher
Pricing Model	Upfront monthly subscription even on empty runs	Pay-Per-Event ($0.002–$0.007/record) — $0 on empty results
Wealth & AUM Enrichment	Static SEC CSV files without contact routing	Combines CRD/SEC Form ADV Regulatory AUM with live website tech-stack & DNS MX contact verification
Contact & Domain Verification	Unverified regex text dumps	Live DNS-over-HTTPS MX Verification + Mail Gateway Classification (Google Workspace, Microsoft 365)
Execution Speed	60–180s browser spin-up	3–6 seconds with zero headless browser overhead
UK / EU GDPR Compliance	Scrapes personal data indiscriminately	Built-in gdprSafeMode (auto | strict | off) for UK/EEA corporate role-only filtering

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Transparent Pay-Per-Event Pricing (Zero-Charge on Empty)

• result-scraped ($0.002): Charged only when a valid primary record is extracted.
• verified-contact-enriched ($0.003): Charged only when DNS MX verification confirms active mail routing or enriched domain contacts.
• ai-structured-summary ($0.002): Charged only when a structured B2B intelligence pitch/summary is generated.

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1-Click Integrations: Clay.com, n8n & Make.com

Clay.com ("HTTP API" Enrichment Column)

• Method: POST
• URL: https://api.apify.com/v2/acts/coherent_edelweiss~sec-iapd-ria-wealth-enricher/run-sync-get-dataset-items?token=YOUR_APIFY_TOKEN
• Headers: Content-Type: application/json
• Body:

{
  "firmDomainsOrQueries": [
    "fisherinvestments.com",
    "merceradvisors.com"
  ],
  "minAumMillionsUsd": 250,
  "includeAiBrief": true,
  "gdprSafeMode": "auto"
}

cURL / n8n / Make.com Quickstart

curl -X POST "https://api.apify.com/v2/acts/coherent_edelweiss~sec-iapd-ria-wealth-enricher/run-sync-get-dataset-items?token=YOUR_APIFY_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
  "firmDomainsOrQueries": [
    "fisherinvestments.com",
    "merceradvisors.com"
  ],
  "minAumMillionsUsd": 250,
  "includeAiBrief": true,
  "gdprSafeMode": "auto"
}'

Python (apify-client)

from apify_client import ApifyClient

client = ApifyClient("YOUR_APIFY_TOKEN")
run = client.actor("coherent_edelweiss/sec-iapd-ria-wealth-enricher").call(run_input={
  "firmDomainsOrQueries": [
    "fisherinvestments.com",
    "merceradvisors.com"
  ],
  "minAumMillionsUsd": 250,
  "includeAiBrief": true,
  "gdprSafeMode": "auto"
})
for item in client.dataset(run["defaultDatasetId"]).iterate_items():
    print(item)

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Sample Enriched Output

{
  "crd_number": "107342",
  "sec_number": "801-29362",
  "firm_name": "Fisher Investments",
  "hq_city_state": "Plano, TX",
  "regulatory_aum_usd": 275000000000.0,
  "client_types": [
    "High Net Worth Individuals",
    "Pooled Investment Vehicles",
    "Institutions"
  ],
  "firm_domain": "fisherinvestments.com",
  "verified_emails": [
    "info@fisherinvestments.com",
    "contact@fisherinvestments.com"
  ],
  "phones_e164": [
    "+18888239566"
  ],
  "mx_verified": true,
  "email_gateway": "Proofpoint",
  "cms_platform": "Custom / Enterprise",
  "tech_stack": [
    "google_tag_manager",
    "meta_pixel",
    "linkedin_insight"
  ],
  "ai_wealth_outreach_brief": "Fisher Investments (CRD #107342, SEC #801-29362) manages ~$275,000M USD in regulatory AUM out of Plano, TX; mail routed via Proofpoint with verified contact channels.",
  "gdpr_safe_mode_applied": false
}

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Connect to Claude Desktop, Cursor & AI Agents (MCP)

You can call this Actor directly from Claude Desktop, Cursor, or any Model Context Protocol (MCP) client:

{
  "mcpServers": {
    "sec-iapd-ria-wealth-enricher": {
      "command": "npx",
      "args": [
        "-y",
        "@apify/actors-mcp-server",
        "--actors",
        "coherent_edelweiss/sec-iapd-ria-wealth-enricher"
      ],
      "env": {
        "APIFY_TOKEN": "YOUR_APIFY_TOKEN"
      }
    }
  }
}

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UK GDPR, EU GDPR & PECR Compliance Notice (Safe-by-Design)

• Stateless On-Demand Processor: This Actor is an ephemeral, on-demand software utility that executes within the user's isolated Apify container. The Actor developer does not store, aggregate, or resell any scraped datasets or personal data.
• Built-in gdprSafeMode (auto | strict | off): By default (auto), when a UK or EEA domain (.uk, .co.uk, .eu, .de, .fr, etc.) is detected, the Actor automatically filters out named personal emails (firstname.lastname@) and personal LinkedIn profile URLs (/in/), returning only non-personal corporate role endpoints (info@, sales@, contact@, enquiries@), corporate /company/ links, and website technology stack metadata.
• Controller Responsibility: Users disabling gdprSafeMode act as Data Controllers and are solely responsible for establishing a valid lawful basis (such as UK GDPR Article 6(1)(f) Legitimate Interests for corporate subscribers) and complying with UK PECR / EU ePrivacy rules.