DFX Intelligence

H••••• L••• P•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

H••••• L••• P•••••••

H••••• L••• P•••••••, LLC, CRD 332244

EDINA, MN

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Search this name across graphsid dfx:ria:0b8114ce-0f45-b96d-78af-6c179c15ba0c

Data as of May 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 26, 2026 to May 26, 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: $93.4M••• Locked
Discretionary RAUM: $93.4M
Private client RAUM: $93.4Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••• W•••••• B••••	Certified Financial Planner\|Chartered Financial Consultant	EDINA, MN	1	25	3	no
M•••••• L•••••••	Certified Financial Planner	EDINA, MN	1	13

Relationships

Registered with (2)

← J•••• W•••••• B••••Advisorregistration: current employment
Jan 6, 2025 to presentfactForm ADV
← M•••••• L•••••••Advisorregistration: current employment
Jan 6, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b8114ce-0f45-b96d-78af-6c179c15ba0c
First observed: May 26, 2026
Last observed: May 26, 2026 4 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.