DFX Intelligence

I••••••••• W••••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

I••••••••• W••••• A•••••••

I••••••••• W••••• A•••••••, INCORPORATED, CRD 167033

PORTLAND, OR

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Search this name across graphsid dfx:ria:069c2987-d174-8682-681b-d51032fe8a44

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 10, 2026 to Feb 10, 2026
1 observations

Across DFX

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.

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $91.3M••• Locked
Discretionary RAUM: $73.7M
Private client RAUM: $91.3Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C••••••••• K••• W•••	Certified Financial Planner	PORTLAND, OR	13	29	2	no
E••• F••••••• M•••••	Certified Financial Planner	PORTLAND, OR	5	20

Relationships

Registered with (3)

← E••• F••••••• M•••••Advisorregistration: current employment
Jul 29, 2021 to presentfactForm ADV
← C••••••••• K••• W•••Advisorregistration: current employment
Jun 7, 2013 to presentfactForm ADV
← J••••••• E••••• K••••Advisorregistration: previous registration
Oct 7, 2014 to Feb 28, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:069c2987-d174-8682-681b-d51032fe8a44
First observed: Feb 10, 2026
Last observed: Feb 10, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds 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.