DFX Intelligence
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Reading the graph
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P••••••• WEALTH ADVISORS LLC, CRD 333260
CONSHOHOCKEN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| J•••••• S••••••• | Certified Financial Planner | CONSHOHOCKEN, PA | 1 | 13 | 2 | no |
| E•••• W•••••• E•••• | Certified Financial Planner | CONSHOHOCKEN, PA | 1 | 11 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•••••• A•••••• L•• | PRESIDENT, CHIEF EXECUTIVE OFFICER | Na | yes | 09/2024 | Mar 31, 2026 | Mar 31, 2026 |
| G•••• E•••• W••••••• | CHIEF FINANCIAL OFFICER OFFICER | Na | yes | 09/2024 | Mar 31, 2026 | Mar 31, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| P••••••• I•••••••• A•••••• L•• | n/a | n/a | n/a | Y | yes | n/a |
| P••••••• T•••• C•••••• L•• | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 2.5% | 0 | 0 | 0 | 15 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.9B | $776M | 656.8% | n/a | n/a | 62 | 5 | 6 | 9 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| U•••• S••••• G••••• W••••• M••••••••• | 2 | Jul 28, 2025 | Aug 4, 2025 | SAN FRANCISCO, CA | Team lift out | RIA to RIA | 66.7% |
| no |
| D•••• H••••• S••••• | Certified Financial Planner|Chartered Financial Analyst | CONSHOHOCKEN, PA | Baltimore, MD | 1 | 10 | n/a | no |
| L••••• R••••• M••••• | Chartered Financial Analyst | Baltimore, MD | CONSHOHOCKEN, PA | 1 | 29 | 2 | no |
| J••• R•••••• J•••••• | n/a | CONSHOHOCKEN, PA | 1 | 12 | 1 | no |
| N••••• M•••••• S••••••••• | Chartered Financial Analyst | Vienna, VA | CONSHOHOCKEN, PA | 1 | 26 | 3 | no |
| J••• M•••••• M•••••• | Certified Financial Planner | CONSHOHOCKEN, PA | 1 | 28 | n/a | no |
| N•••••• A••• W••••••• | Certified Financial Planner | CONSHOHOCKEN, PA | 1 | 10 | n/a | no |
| C•••••••• L••••••• M•••• | n/a | CONSHOHOCKEN, PA | Doylestown, PA | 1 | 10 | n/a | no |
| J••••• C• B••••••• | n/a | Mclean, VA | CONSHOHOCKEN, PA | 1 | 15 | 4 | no |
| A••••• L•• B••••• | n/a | CONSHOHOCKEN, PA | 1 | 11 | n/a | no |
| P••• R•• K•••••••• | n/a | CONSHOHOCKEN, PA | Baltimore, MD | 1 | 21 | 3 | no |
| D•••• T••••• M••••• | Chartered Financial Analyst | CONSHOHOCKEN, PA | 1 | 13 | n/a | no |
| M••• T••• R••••••• | Certified Financial Planner | CONSHOHOCKEN, PA | 1 | 33 | n/a | no |
| J••••••• A••• P••••• | n/a | CONSHOHOCKEN, PA | 1 | 26 | n/a | no |
| D•••• J•••• C•••••••• | Certified Financial Planner | CONSHOHOCKEN, PA | 1 | 10 | n/a | no |
| P•••• C•••••• | n/a | CONSHOHOCKEN, PA | 1 | 19 | n/a | no |
| K•••• A••• C•••••• | Certified Financial Planner | New York, NY | CONSHOHOCKEN, PA | 1 | 16 | n/a | no |
| R••••• J••• M••••• | n/a | CONSHOHOCKEN, PA | 1 | 22 | 2 | no |
| G••••• F•••••• S•••• | Certified Financial Planner | CONSHOHOCKEN, PA | 1 | 18 | n/a | no |
| H••••• F•••••••• P••••••• | Chartered Financial Analyst | CONSHOHOCKEN, PA | 1 | 28 | 1 | no |
| J••••• W••••• | Certified Financial Planner | CONSHOHOCKEN, PA | 1 | 11 | n/a | no |
| J•••• R••••• G••••••••• | n/a | CONSHOHOCKEN, PA | Jupiter, FL | 1 | 11 | n/a | no |
| C•••• S•••• S•••••••• | Certified Financial Planner | CONSHOHOCKEN, PA | 1 | 11 | n/a | no |
| A••••• E•••••••• R•••••• | n/a | CONSHOHOCKEN, PA | 1 | 12 | n/a | no |
| Owner |
| E |
| yes |
| 09/2024 |
| Mar 31, 2026 |
| Mar 31, 2026 |
| S••••••••• N•••••• M•••••• | CHIEF INVESTMENT OFFICER | Na | yes | 09/2024 | Mar 31, 2026 | Mar 31, 2026 |
| M••••••• J•••• M•••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2024 | Sep 23, 2024 | Oct 10, 2024 |
| P••••••• C•••••• | Member | D | yes | 09/2024 | Sep 23, 2024 | Oct 10, 2024 |
| $4.5B |
| 62 |
| 37 |
| 6 |
| n/a |
| n/a |
| 2024 | Feb 24, 2025 | $776M | $776M | 5 | 2 | 9 | n/a | n/a |