DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
OCIO
Wellth Advisory Services
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
1,419
filed Aug 31, 2026
ADV institutional RAUM
$26B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$9.4B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.97; discretionary RAUM $9.4B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- I.B.E.W. Local No. 106 Pension Plan Investment adviser (plan)through Jun 30, 2025 Form 5500
Schedule C rows
1 rows, $31,456 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I.B.E.W. Local No. 106 Pension Plan | 2024 | 27 | NONE | $31,456 |
Form ADV readings
- charity clients 13 Aug 31, 2026 reported
- institutional clients 1,419 Aug 31, 2026 reported
- pension plan clients 1,406 Aug 31, 2026 reported
- raum discretionary $9.4B Aug 31, 2026 reported
- raum institutional $26B Aug 31, 2026 reported
- raum total $27B Aug 31, 2026 reported
What changed
- Wellth Advisory Services appears on I.B.E.W. Local No. 106 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Wellth Advisory Servicesaskebsa.dol.gov