DFX Intelligence

T•••••••• W••••• C••••••••• C•••••• W• L•: fund on the private equity graph | DFX Data Factory

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Private equityFundactive deploymentprivate equity fund

T•••••••• W••••• C••••••••• C•••••• W• L•

managed by T•••••••• Wealth C••••••••• Investment Management, LLC

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Search this name across graphsid dfx:pe:303fa2d3-f118-4ac6-b271-356ba26b9a71

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 2
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

T•••••••• W••••• C••••••••• C•••••• W• L•

Venture fund · shared adv fund id

RIA / Wealth Managementidentity

T•••••••• C•••••• T••••••••• F••• I• L•••

Private fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Manager: T•••••••• Wealth C••••••••• Investment Management, LLC
Vintage: 2020 (adv_first_reported)derived
Strategy: ADV 7.B.(1) fund of funds = Y
ADV gross asset value: $34.0Mas of 2022-06-30
Peak reported GAV: $34.0M
Reporting years: 5
ADV first reported: Oct 6, 2020
LPs disclosed: 0
Placement agents

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	Oct 30, 2024	Private Equity Fund	$21.3M	105
2023	Mar 31, 2023	Private Equity Fund	$17.5M	106
2022	Jun 30, 2022	Private Equity Fund	$34.0M	97
2021	Mar 9, 2021	Private Equity Fund

Relationships

Audits (1)

← Withum, Smith & BrownFirm
factForm ADV

Manages (2)

← T•••••••• Wealth C••••••••• Investment Management, LLCFirmPrivate Equity Fund
Oct 6, 2020 to presentfactForm ADV
← T•••••••• C•••••• A•••••••• L••FirmPrivate Equity Fund
Jun 30, 2022 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Jun 30, 2022
T•••••••• W••••• C••••••••• C•••••• W• L• first reported on Form ADV by T•••••••• C•••••• A•••••••• L•• (Private Equity Fund), GAV $34,047,359

Provenance

Graph: Private Equity
Canonical id: dfx:pe:303fa2d3-f118-4ac6-b271-356ba26b9a71
First observed: n/a
Last observed: Sep 13, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.